Monday, February 5, 2024 through Tuesday, February 13, 2024

Each weekday from 11:00 a.m.–3:00 p.m. Eastern

Now fully virtual, you can enjoy the benefits of a basic encoding on-site workshop—same content, live lectures, discussions, hands-on exercises and troubleshooting, and a printed learner guide—all from the comfort of your home or office.

Intended audience: This training will be most effective for beginning encoders and is appropriate for any version of uAchieve or DARwin.

$1199 per person
Discounts available for groups of three or more.

Topics we’ll cover

  • Build and Test a Degree Program
  • Course Definition Attributes
  • Allow Course Repeat
  • The Grade Table
  • Restricting Course Reuse
  • uAchieve Processing
  • Collect and Report “Excess” Courses
  • Interpret Credit Ranges and Limits
  • Encode Student Choice
  • Add Course Conditions
  • Define Course Relationships (Strings)
  • Add Date Ranges
  • Accept Different Catalog Year Work
  • Handle Student Exceptions
  • Add Supplemental Information to the Degree Program
  • Change Course IDs
  • Compute Total Hours and Enforce Residency
  • Encoding for the Web

Certification opportunities

CollegeSource offers a certification program as a professional development opportunity to our degree audit encoding community. Currently there are two uAchieve certifications available the uAchieve Degree Audit and uAchieve Transfer Articulation Encoder Certifications. This workshop is one of the requirements needed to achieve either certification. To learn more about additional requirements, and to access the application form to become certified, please visit our website.

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 uAchieve Cloud. The workshop will have synchronous training with lectures and hands-on exercises moving forward as a group, but breaks are provided.

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. 

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.
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.
Is there a group discount?
Yes. If you register 3 or more staff from your institution, you will each receive $50 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.
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, see CollegeSource Certified Users on our Support Center.