Wednesday, November 19, 2025 - Thursday, November 20, 2025

Each day from 12:00 p.m.–3:00 p.m. Eastern

Degree Audit encoding and processing is often challenging to explain to those who do not work with it daily. However, there are core concepts and basic knowledge that anyone working with encoders or beginning their own encoding journey needs to know. 

This 6 hour workshop (two 3-hour sessions) will provide an overview of the most relevant functionality and terminology of uAchieve Degree Audit encoding that anyone who regularly interacts with it needs to know

$399 per person

Discounts available for groups of three or more.

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Intended audience: This training is intended for brand-new encoders who need an introduction to encoding, transfer articulation staff who need to understand how their work may impact degree audit encoding, those who manage degree audit encoders, and technical staff who do not encode but need to be aware of how encoding and degree audit processing function.

Topics we’ll cover

  • Encode Programs and Requirements
  • Matching Courses
  • The Communication (COM) Table
  • Course Condition Codes
  • Global Support Tables
  • uAchieve Audit Processing

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. The workshop will have synchronous training with lectures moving forward as a group, but breaks are provided.
 
What will I need for this course?
 
You will need a computer with Internet access.
 
Do we get a copy of a training manual?
 
To have a physical copy of the learner guide mailed to you, please register at least two weeks before the start date. Registrations received after that may have to work from an electronic document for the workshop.
Is there a group discount?
 
Yes. If you register three or more staff members from your institution, you will each receive $50 off your registration. To receive the discount, you must add the additional staff members as group members to a single registration.
 

What is the refund policy?

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

 

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. Please visit our website to learn more about certification requirements and to 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.