1. Annual Update Plan
A Detailed Walk-through of Key Topics

2. Key Topics
Things to Know about the AUP
AUP Design Mode vs. Active
Linking Documents to the AUP
Linking Department Goals in the AUP
Aligning Actions to Linked Goals in the AUP

3. Things to Know: Collaborators
If you are working with collaborators, please know that the AUP PDF or Word document DOES NOT have the directions listed in each section. Therefore sharing these files with collaborators will not give them sufficient information to contribute to the AUP form.
To add collaborators, please contact Maribel Carbajal-Garcia – right click on hyperlink to open

4. Things to Know: Reference Material
References (links) for each AUP section can be found under “References”

5. Things to Know: Supplemental Forms
All “Supplemental Forms” can found on AUP form or the AUP website:
Website Link
– right click on hyperlink to open

6. Things to Know: Save Draft & Publish
You can save your progress using “Save Draft” or “Save all as Draft”
Recommendation: SAVE OFTEN!
IMPORTANT: Do not click “Publish” or “Publish all” until you are ready to submit the AUP

7. Key Topics
Things to Know about the AUP
AUP Design Mode vs. Active
Linking Documents to the AUP
Linking Department Goals in the AUP
Aligning Actions to Linked Goals in the AUP

8. Design Mode vs. Active Mode
Purpose: Alters the structure of the AUP
Three reasons to be in “Design Mode”
Add collaborators (we recommend contacting Maribel Carbajal-Garcia to add collaborators)
Link Documents to the Program Plan Update section, documents include:
Facilities Request Form
Hiring Prioritization Form (HPC) for Faculty Hires
Human Resources Form (HRC) for Classified Hires
Link Department Goals to AUP in the Program Update Plan
This is similar to the first page of the previous AUP
Active Mode
Purpose: Allows you to fill-in the AUP form
Majority of the work will be done in Active Mode

9. Design Mode vs. Active Mode
How will I know I’m in Design Mode?
Things to look for…
If you are in Design Mode, the button will say “To Active Mode”.
I know this is confusing, but is an eLumen system quirk. Clicking on it will take you “To Active Mode”.
If you are in Design Mode, you will see these “Add Section” boxes under each section of the AUP.
Plus, you will not be able to fill-in the AUP form.

10. Design Mode vs. Active Mode
How will I know I’m in Active Mode?
Things to look for…
If you are in Active Mode, the button will say “To Design Mode”.
I know this is confusing, but is a eLumen system quirk. Clicking on it will take you “To Design Mode”.
If you are in Active Mode, you will see these fillable text boxes under each section of the AUP.
Plus, you will see buttons for “Cancel changes”, “Save draft”, and “Publish”

11. Key Topics
Things to Know about the AUP
AUP Design Mode vs. Active
Linking Documents to the AUP
Linking Department Goals in the AUP
Aligning Actions to Linked Goals in the AUP

12. Linking Documents to the AUP
Why do I need to link the documents?
To provide additional documentation for resource requests related to the hiring of faculty/classified staff or facilities request
What documents would I need to link?
Facilities Request Form
Hiring Prioritization Form (HPC) for Faculty Hires
Human Resources Form (HRC) for Classified Hires
Where can I find the forms?
Under “Supplemental Forms” on this website:
– right click on hyperlink to open

13. Linking Documents to the AUP
Step 1: Go to “Design Mode” (see slides 8 & 9)
Step 2: Scroll down to the “Program Plan Update” section
Step 3: Click on the settings “gear” to dropdown the options and look for “Link Folder”

14. Linking Documents to the AUP
Step 4: The box below will appear, click “New Folder” to add a new folder
Step 5: Type in your AUP document folder name and click “Create”
Step 6: Click on the square button to the left of your newly created folder and click “Link”

15. Linking Documents to the AUP
Step 7: A folder will appear in the Program Plan Update, click on this folder
Step 8: Click on “Upload Files” to upload files into your linked folder

16. Linking Documents to the AUP
Step 9: You may drag files to the gray box or click on the gray box to browse your computer files
Step 10: Click “Upload” and you will see your file in your folder

17. Linking Documents to the AUP
Step 11: The folder icon on your Program Plan Update will turn blue if it contains files. Go back to “Active Mode” to begin filling in the AUP (see slides 8 & 10)
Congratulations! You have successfully linked a folder/file to your AUP Program Plan Update. Repeat the steps 8-11 as necessary for your HPC, HRC, and Facilities requests.

18. Key Topics
Things to Know about the AUP
AUP Design Mode vs. Active
Linking Documents to the AUP
Linking Department Goals in the AUP
Aligning Actions to Linked Goals in the AUP

19. Linking Department Goals in the AUP
Step 1: Check whether your Department has goals in eLumen
Click on “Org Management” – top of the screen
Click on “Profile”
If you have goals, they will be here

20. Linking Department Goals in the AUP
You will need goals to move forward with this walk-through
If you do not have goals, please see the following:
Presentation on Mission Statements and Goal Setting – discusses how to write a mission statement, goals, and align goals in eLumen ( – right click on hyperlink to open
Attend a training on Mission & Goals ( – right click on hyperlink to open

21. Linking Department Goals in the AUP
Step 2: Check whether your goals are aligned with the College’s Mission Goals
Click “Align Goals”
If your goals are aligned, you should see green boxes with white checkmarks.
If you need to align your goal(s), click on the white boxes (which will turn green with white checkmarks).
Note: Creating objectives for your goals is OPTIONAL

22. Linking Department Goals in the AUP
Step 3: Go back to the AUP
Click on “Strategic Planning”
Click in “Initiatives”
Select your AUP
Step 4: Go into “Design Mode” (see slides 8 & 9 for reference), scroll down to the Program Plan Update, click on the Flag and Arrow icon

23. Linking Department Goals in the AUP
Step 5: Click on “Add Goals and Objectives” button to begin linking goals
Step 6: Under “Select Org Type”, select “Division. Your goal(s) should appear under “Division Goals & Objectives”

24. Linking Department Goals in the AUP
Step 7: Click on your goal (in blue) and it will move to the left side under “Selected Goals & Objectives”. Click “OK” when finished (lower right corner).
Step 8: Use the dropdown menu on the upper right-hand corner to select “4-level goal rubric”, which will look like picture below. Click “Save” when finished.

25. Linking Department Goals in the AUP
Step 9: Go back to “Active Mode” and scroll down to the Program Plan Update. You will see that your flag and arrow icon has changed. The number after the flag indicates the number of goals you linked to the AUP. Go back to “Active Mode” to begin filling in the AUP (see slide 8 & 10 for reference).
Congratulations! You have now linked a goal or goals in your AUP. The next step will be to align actions to each goal.

26. Key Topics
Things to Know about the AUP
AUP Design Mode vs. Active
Linking Documents to the AUP
Linking Department Goals in the AUP
Aligning Actions to Linked Goals in the AUP

27. Aligning Actions to Linked Goals in the AUP
Step 1: Make sure you are in “Active Mode” (see slide 8 & 10 for reference). To begin aligning actions to your linked goals, click on the flag and arrow icon. Once you click on this icon, the “Link Goals and Objectives to Program Plan Update” box will appear (see second image)

28. Aligning Actions to Linked Goals in the AUP
Step 2: Click on the box which best describes your progress on this goal, this will highlight the box in blue
Step 3: Click on “+ Align Action” (see image above for location)
Step 4: Click on “Create New Action”

29. Aligning Actions to Linked Goals in the AUP
Step 5: Describe the action your department will take to achieve the goal in the “Recommended Action” textbox.
Step 6: Select the “Action Type” in the dropdown which best describes the action you are recommending.

30. Aligning Actions to Linked Goals in the AUP
Step 7: To link your SLOs to the action, click on the Link SLOs hyperlink (blue)

31. Aligning Actions to Linked Goals in the AUP
Step 8: Click on the CLOs or PLOs you wish to link to the action. You may use the dropdowns to select CLOs from your courses or PLOs from your programs. Select SLOs will appear under “Selected SLOs”. Click “Close” to return to the “Align Action” area.

32. Aligning Actions to Linked Goals in the AUP
Step 8: Linked SLOs will appear in the “Linked SLOs” area and will have the course/program name and outcome

33. Aligning Actions to Linked Goals in the AUP
Step 9: To add a resource request to this action, click on the hyperlink, “+Add a Resource Request”

34. Aligning Actions to Linked Goals in the AUP
Step 10: Fill in the “Resource Name”, select the most appropriate “Resource Type” category, and fill in the “Description” or “Amount”. Click “Add New Action”.
Note: Faculty, Classified, and Facilities requests will require “Description”, other categories select will require an “Amount”. You may add multiple resource request to an action.
Clicking on the X the will delete the resource request.

35. Aligning Actions to Linked Goals in the AUP
Step 11: Your action will show up under the linked goal and show the number of “linked SLOs” and “resource requests”. Click “Save” to save the aligned goal and action(s)
Note: Clicking on the X the will delete the aligned action.

36. Aligning Actions to Linked Goals in the AUP
Step 12: Your number of action aligned goals and actions will show up on the flag and arrow icon.
Congratulations! You have now linked a goal, aligned an action, linked SLOs to the action, and linked a resource request to the action. Repeat the steps as necessary for your Program Plan Update.

37. Questions? For Assistance (or appointments) please contact:
Maribel Carbajal-Garcia
Jeffrey Pang
For Trainings and Walk-in Hours, please see the AUP Training Schedule
Right click on hyperlink to open