Monday, March 18, 2024 through Tuesday, March 26, 2024

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

Enjoy the benefits of an intermediate on-site workshop—same content, live lectures, question/answer/discussions, hands-on exercises and troubleshooting, printed learner guide—all from the comfort of your home or office.

$1199 per person

Discounts available for groups of three or more.

Intended audience: This training will be most effective for encoders who have taken the uAchieve Basic Encoding Workshop, the uAchieve Basics Online course, have had basic encoding training conducted at their site by one of our Implementation Specialists, or have equivalent on-the-job experience.

Attendees will need familiarity with the following concepts and terminology in order to keep pace in this workshop: Duplicate control processing; COM, Grade, Repeat, and Convert tables; course reuse; condition codes; date-ranging; and basic strings and exceptions.

Topics we’ll cover

  • uAchieve Phase Processing
  • What-if Encoding
  • Adding Conditional Requirements/Sub-requirements
  • Making Exceptions
  • Reserved Condition Codes
  • Monitoring Course Relationships (Strings)
  • Course Grouping
  • Using Reference Years
  • Using Reference Values
  • Enforcing Course Limits (X- and Y-Lines)
  • Course Order Processing
  • Requirements with a Twist

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 Encoder Certification and the uAchieve Transfer Articulation Encoder Certification.

This workshop is one of the requirements needed to achieve uAchieve Degree Audit Encoder Certification. To learn about additional requirements, and to access the application form to become certified, please visit our website.

Not looking for intermediate training?

Additional information on uAchieve training options, including basic training 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. Webcams are encouraged.
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.
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.