Tuesday, July 14, 2026, through Thursday, July 23, 2026

Each weekday except Monday and Friday, from 11:30 AM to 3:30 PM Eastern 

This workshop uses a blended training approach, combining individual learning with guided hands-on practice and exercises provided by trainers with real-world transfer articulation and uAchieve experience.

$1199 per person

Discounts available for groups of three or more.

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Intended audience: This training is designed for new transfer evaluators or experienced evaluators new to uAchieve, covering topics applicable to all versions of uAchieve transfer articulation.

Topics we’ll cover

  • uAchieve Transfer Articulation in Overview
  • Transfer Articulation Rules
  • Transfer Articulation Rules Additional Matching Options
  • Transfer Articulation Rules Additional Target Options
  • Institutional Reference (IREF) Table Grade Articulation
  • Institutional Reference (IREF) Table Credit Articulation
  • Date Ranging in Transfer Articulation
  • Default Tables
  • Transfer Articulation Processing
  • System Condition Codes and Conditional Elements in Transfer Articulation
  • Test Score Articulation
  • Additional Articulation Methods

Certification opportunities

CollegeSource offers a certification program to our degree audit encoding community as a professional development opportunity. Two uAchieve certifications are available: the uAchieve Degree Audit and uAchieve Transfer Articulation Encoder Certifications. This workshop is one of the requirements for the uAchieve Degree Audit Encoder certificate. Please visit our websiteto learn more about additional requirements and access the application form to become certified.

Looking for more advanced training? Additional information on uAchieve training options, including other workshops, custom training, and our mentorship program, may be found on our website.

About the presenter

Kristen Patrick is a Senior Implementation Specialist who worked in higher education for over ten years before joining CollegeSource. Starting as a student employee in the Degree Requirements office, Kristen progressively took on additional duties within Enrollment Management over two institutions and a state system office, from admission evaluation, transfer articulation, and degree planning to uAchieve encoding. She has also used TES, Transferology, uAchieve and DARS, and the Planner as a client. Kristen’s vast experience on campus gives her a unique perspective on encoding-related issues. Having worked in institutions with high transfer populations and complex curriculums, the issue of uAchieve encoding and transfer articulation is central to Kristen’s experience.

Kristen Patrick

Senior Implementation Specialist, CollegeSource

Frequently asked questions

How is the training provided?
 
Training will be provided virtually using Zoom Meeting. Hands-on exercises will be provided using our training database in Achieve Cloud. The workshop will have synchronous training with lectures and hands-on exercises moving forward as a group, but breaks are provided.
 
What will I need for this course?
 
You will need a computer with internet, email access, and your training database credentials which will be provided to you via email prior to the workshop.
 
Do we get a copy of a training manual with the online workshops?
 
To have a physical copy of the learner guide mailed to you, please register at least two weeks prior to the start date.
 
Registrations received after that may have to work from an electronic document for part of the workshop.
Is there a group discount?
 
Yes. If you register 3 or more staff from your institution, you will each receive $200 off your registration. In order to receive the discount, you must add the additional staff on as group members to a single registration during online registration.
 

What is the refund policy?

Full refunds will be issued if you cancel one week prior to the start of the certification class. Due to limited availability and waitlists, any cancellations within one week will not receive a refund. 

 

Does this count toward uAchieve encoding certification?
 
Yes! Taking this workshop is the first step toward the uAchieve Degree Audit Encoder certification. For more information, visit our website.