The Encoding Bootcamp track is for new encoders or those who want a refresher on the basics. We will cover a core of topics from the newly revised Encoding Workshop, including lectures, hands-on exercises in our training database, and a copy of the manual material covered during the two pre-conference sessions. Please Note: Attendees will need to provide their own laptop computer for the pre-conference sessions. Monday AM Session includes: • The COM Table • Encode Programs and Requirements • Matching Courses and Course Lists Monday PM Session includes: • ANDs and ORs • Course Condition Codes Conference Sessions: • uAchieve Audit Processing • The Grade Table • Duplicate Logic and the Repeat Table • Requirement and Sub-requirement Types • Reserved Condition Codes • The String Table • The Convert Table • Course Sharing and Markers Thursday PM Session: • Exceptions Post-Conference 4-Hour Virtual Session, depending on time: • Follow-up questions from the conference, • Review of institutional curriculum and encoding scenarios • The HUNGRY elective module from the newly revised Encoding Workshop Attendance and participation in all sessions listed above are required to apply to the uAchieve Degree Audit Encoder certification training requirement.

Discover the types of limits uAchieve enforces on the application of coursework (and what isn't actually a limit), how and when uAchieve enforces limits, options that affect limit enforcement, and best practices for encoding and having limits work well.

This two-part certification class will cover the "Why" of TES, the Transfer Evaluation System. To complete your certification, you must attend both pre-conference sessions and four required sessions offered throughout the conference week covering additional functional areas within TES. Areas covered in the pre-conference sessions: -Implementation strategy: Sample events and elements that may need to be considered -TES Architecture: How TES is structured and how some of the features are organized -TES Feature Summary: What's under the hood -The Evaluation Tracker: Understanding the workflow in TES -TES Configuration: What can you customize -The Public View: Why and how should you deploy a public view of your stored equivalencies -TES Connections: What support is available -Thoughts on Data Management and Integration -Additional resources architecture

CollegeSource is happy to provide the inaugural Transferology Administrator Certification! This course will cover the ins and outs of Transferology while helping you work towards certification. We will help you learn all about Transferology, its features, configuration, and more!  

Similar to other CollegeSource certifications, the requirements to become certified include this two part pre-conference session as well as attending two other Transferology sessions during the conference. 

Here are some of the areas we will cover during this pre-conference session: 

• The history and future of Transferology
• The components of Transferology for the lab and student applications
• What administrators should do to get Transferology working for them
• Reports and Statistics
• Advanced features like TES integration, program pathways, bundles, and more!
• Promoting your school with referral links and landing pages
• Becoming proactive in learning how to use Transferology, train others, and find help

And much, much more!  We look forward to seeing you become the first cohort to achieve this certification! 

Lunch will be provided for those registered for the pre-conference sessions.

Lunch will be provided for those registered for the pre-conference sessions.

This is the second part of the two-part pre-conference course. The afternoon session will cover ANDs and ORs and Course Condition Codes. See uAchieve Encoding Bootcamp, Part 1, for the full description.

With the majority of students bringing in some sort of transfer credit and many states enacting structured state-wide transfer programs that need to be followed for compliance purposes, there is often a need for more complex Transfer Articulation (TA) encoding in uAchieve. This session will provide an in-depth look at how to fully utilize TA and degree audit encoding to automate many transfer processes at the institution. Topics will include a review of advanced TA encoding in the IREF and transfer tables, how to automate a number of different types of structured transfer programs, and how to set up non-traditional TA rules.

This is the second part of the two-part pre-conference course. See TES Administrator Certification, Part 1, for a description.

This is the second part of the two-part pre-conference course. See Transferology Administrator Certification, Part 1, for a description.

This is a closed meeting for CollegeSource staff.

Welcome all first-time attendees! Come mix and mingle with CollegeSource staff and fellow newbies before the conference officially begins. We'll help you get the most out of the conference, and be available to answer your questions.

Kick off the conference on Monday night and say hello to friends, new and old! Wear your school spirit and bring school swag to share with peers at the Swag Swap table. Bites and drinks will be provided, including this year’s craft batch of beers made by the CollegeSource Brew Crew.

This session will provide an overview of the Transfer Evaluation System (TES). TES provides access to the most comprehensive collection of college and university catalogs available, giving you the means to quickly and efficiently evaluate transfer credit. Join us as we look at TES's main features, including its research, evaluation, and equivalency maintenance tools and reports. See how to get started using TES today!

Creating a Student Planning and Transfer Community of Practice for Advisors, Encoders, Faculty, IR, IT, and Staff across the colleges and universities of Minnesota State, the third-largest system of state colleges and universities in the United States.

If your institution subscribes to Transferology, wants to subscribe, or has never seen a demo, join us for this overview. The session will examine the student experience in Transferology and the staff perspective in the Transferology Lab. It's a great time to learn about all the benefits Transferology can offer!

Please join us for this session, featuring our CEO, Kerry Cooper, and our President, Troy Holaday, to review our progress over the last year and get a glimpse of what's to come.

Join us to wrap up your day of sessions with a refreshing stretch! Yoga Instructor Bianca Bonus is back and will guide us through stretching and meditation exercises. We hope you’ll join us for yoga sessions on both Tuesday evening and Wednesday morning. All levels are welcome.

Join us to start your day with a relaxing stretch! Yoga Instructor Bianca Bonus is back and will guide us through stretching and meditation exercises. We hope you’ll join us for both Tuesday evening and Wednesday morning yoga sessions this year. All levels are welcome.

Condition codes are a powerful tool in the encoding arsenal. They allow courses to be given certain attributes that can be used throughout the degree audit encoding. Most condition codes are defined by the user. However, a set of condition codes are reserved for very specific processing in the audits. This session will review the 20 reserved condition codes and when and how to use those reserved condition codes in the encoding.

Join us for an overview of uAchieve TES Mode, the integration between uAchieve Self-Service and TES, the Transfer Evaluation System. Learn how TES Mode can speed up the transfer process by routing evaluation tasks to the TES Evaluation Tracker workflow directly from uAchieve and by building rules with pre-populated data from TES. We will review what you need to get started using TES Mode, including several new configuration options introduced in uAchieve 5.1. A demo will be provided, showing how to look up course descriptions and build rules in uAchieve, and illustrating the lifecycle of an evaluation request initiated via TES Mode.

The Respond & Share sessions give users a chance to share ideas and discuss any topic they want to related to CollegeSource products. Respond & Share sessions are moderated by members of the Client Advisory Board.

The Respond & Share sessions give users a chance to share ideas and discuss any topic they want to related to CollegeSource products. Respond & Share sessions are moderated by members of the Client Advisory Board.

Join California Baptist University to learn how they tackle the maintenance of almost 500,000 TES equivalences across 200+ institutions! We will demonstrate our process using the Course Change Explorer, Equivalency Batch Editor, and Equivalency Manager tools and features in TES.

The Transfer Team in the Registrar's Office at WCU uses TES as a tool for communication, documentation, and data-informed decision-making. Every department head, program director, and coordinator at WCU has a TES account that is used to facilitate course equivalencies. We use our Course Equivalency Database (a continually evolving spreadsheet) to facilitate which courses should be sent. With the fluidity of transfer courses, communication, and documentation is vital.

This is the final part of the uAchieve Encoding Bootcamp track taking place at the conference. The afternoon session will cover Exceptions. See uAchieve Encoding Bootcamp, Part 1, for the full description.

This is the final part of the uAchieve Encoding Bootcamp track is a virtual session that will cover:

• Follow-up questions from the conference
• Review of institutional curriculum and encoding scenarios
• The HUNGRY elective module from the newly revised Encoding Workshop