Guide students to degrees with uAchieve® Planner
uAchieve Planner is an academic planning solution that leverages existing audit data to help create personalized term recommendations leading to graduation.
A more innovative way to plan
Shepherding students to graduation is easier and faster than ever with the uAchieve Planner and its ability to provide personalized term recommendations from students’ declared programs. These term-by-term plans further provide schools with aggregate data for course demand analysis and classroom scheduling.
It’s here: A brand-new Planner!
CollegeSource is making an evolutionary leap in academic course planning with the uAchieve Planner. The new 5.0 version of the Planner, now available, includes an algorithm that auto-creates plans for students directly from the degree audit requirements. These auto-created plans provide guidance into students’ basic questions, including max credits per term or the desired graduation date.
Additionally, the new version of uAchieve Planner...
- Automatically creates term-by-term pathways with intuitive course recommendations for students from declared program requirements
- Notifies students of availability or pre-requisite conflicts
- Adjusts plans in real-time to reflect course outcomes, applied exceptions/waivers, and curriculum changes
- Allows students to modify auto-created plans and save multiple versions while checking the plans against the degree audit to receive insight into the best path forward
Check out our recent blog post to learn more about the 5.0 version of uAchieve.
Supports increased retention and graduation rates
uAchieve Planner helps students make educated decisions in course selection, keeps them on track to complete their degree requirements, and ultimately prepares them to graduate on time.
Confidence in student planning
uAchieve Planner validates planned courses against declared degree requirements and shows a clear record of where they will apply, preventing students from planning courses that will not move them toward graduation.
Capture true course demand
uAchieve Planner reflects actual desired course demand (rather than guesswork based on past history) from students telling you what they want to take and when. uAchieve includes a report that shows you the most to least planned courses per term so you can create more efficient utilization by facility and faculty—and better satisfy student course needs.
Real-time student information integration
More powerful together
uAchieve integrates with seven different student information systems (including homegrown) using Java-based interfaces. It can integrate with an institution’s user management systems and a single sign-on solution for user authentication and authorization.
Create optimal class schedules with uAchieve® Schedule Builder
uAchieve Schedule Builder works hand in hand with the uAchieve Planner to ensure students are scheduling course sections that have passed through validation and approvals. Scheduling is easy since uAchieve creates multiple schedules of the various ways sections can fit within student preferences to maximize credit in the upcoming term.
Provide student-centric pathways with uAchieve® Planner
“uAchieve Planner…validates courses in a student’s plan in the background each time a student views/updates their plan, making sure planned courses meet prerequisite and degree requirements. Switching to uAchieve’s…solution will ensure we are compliant with Missouri’s statewide…framework for core coursework and allows us to intuitively follow our student-centric guided pathways initiatives.”
Scott Fiedler
College Director of Admissions
and Registrar at Ozarks Technical Community College
Provide a clear path to graduation
Whether you are looking to increase graduation and retention rates, track course demand, or simply give students the best option forward, uAchieve Planner can help your institution with all these and more.
Features you’ll love
uAchieve Planner was designed to continually check a student’s planned courses against the degree audit to ensure they meet the necessary requirements to graduate on time.
It’s here: A brand-new Planner!
CollegeSource is making an evolutionary leap in academic course planning with the uAchieve Planner. The new 5.0 version of the Planner, now available, includes an algorithm that auto-creates plans for students directly from the degree audit requirements. These auto-created plans provide guidance into students’ basic questions, including max credits per term or the desired graduation date.
Additionally, the new version of uAchieve Planner...
- Automatically creates term-by-term pathways with intuitive course recommendations for students from declared program requirements
- Notifies students of availability or pre-requisite conflicts
- Adjusts plans in real-time to reflect course outcomes, applied exceptions/waivers, and curriculum changes
- Allows students to modify auto-created plans and save multiple versions while checking the plans against the degree audit to receive insight into the best path forward
Check out our recent blog post to learn more about the 5.0 version of uAchieve.
Degree audit validation
uAchieve Planner utilizes degree audit verification to ensure planned courses satisfy degree requirements
Warnings and Notifications
Warning messages on the plan alert students when they have course conflicts with availability and/or pre-requisite requirements
Interactive comments
Facilitates student and advisor collaboration through a commenting function that allows an ongoing dialog
Real-time academic progress
Because uAchieve academic plans are created from the student’s degree requirements, students can immediately see their progress towards a degree with requirements checking off as they plan
Course demand reports
Reports available include student plan progress, scheduled course demand, and student schedule preferences
Real-time interface
Includes a real-time interface with requirement rules and course catalogs to identify course scheduling details, including combinations, prerequisites, and availability
Keep students on track:
Receive notifications in uAchieve when students have questions or requests
GPA calculator allows students to plan specific grades to meet their GPA aspirations
Employs responsive design so that plans are viewable on any device
Approval workflow available to lockdown a term or plan
Ability to create what-if plans to model different paths to graduation
uAchieve Planner offers a smarter way to plan, utilizing audit verification to ensure students’ planned courses satisfy degree requirements.
Start planning today
Get started with the academic planner that empowers students to plan with confidence by validating against the degree audit. Tell your team about uAchieve Planner and its features today!
Training and support
Degree Audit and Transfer Articulation encoding is challenging for even the savviest encoders. Those who have had official training from CollegeSource tend to have better success in their encoding efforts. To best accommodate our clients’ myriad training needs, CollegeSource offers multiple training opportunities that are easy to access and focused on your wants and needs.
Additionally, you can head to the Support Center to access uAchieve documentation, the Issue Tracker, or the Questions forum.
Special announcement
Earn a High Score in professional development this June!
We’re taking our conference to the next level—literally! These 8-bit heroes in our promo video are none other than CEO Kerry Cooper and President Troy Holaday. They would love to see you this summer to experience 60+ sessions, pre-conference workshops, certification tracks, and plenty of Higher Ed networking.
Don’t miss this opportunity to “Level Up” your user skills this June 16-19 in San Diego, CA.
Available training
Select the workshop or training course titles below to view program details, including description and fee.
uAchieve Encoding Workshop
A virtual workshop on fundamental degree audit encoding practices.
uAchieve Encoding Advanced Topics Workshop Series
A series of virtual workshops on advanced degree audit encoding topics and techniques throughout the year.
Pre-conference Intensives
This year, the 2025 CollegeSource Annual Conference includes a variety of pre-conference intensives taking place on Monday, June 16, that may be added for an additional fee. Workbooks and presentation materials are included. Lunch will be included with the uAchieve Degree Audit Encoding Primer.
The following are the uAchieve pre-conference offerings:
- uAchieve Degree Audit Encoding Primer
($300, 6-hours/Full day) - Advanced String Table Rules
($200, 3-hour Afternoon session)
Looking for custom training?
The Individualized uAchieve Workshop or the Encoding Mentorship Program are also available to fit the needs of your institution.
Virtual uAchieve Encoding Workshop
This workshop uses a blended training approach, combining individual learning with guided hands-on practice and exercises provided by trainers with real-world degree audit experience. To register, please visit the schedule at the bottom of this page and select an upcoming event.
Intended audience: This training is intended for beginning encoders or anyone wanting a robust encoding refresher and will cover topics applicable to all versions of uAchieve.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Virtual uAchieve Encoding Workshop is $1,199 (group discount discounts available for 3 or more!) and includes:
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- Daily lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
Advanced String Table Rules
The String table houses sets of courses with simple and complex relationships to one another and is used to deal with course equivalencies, limiting credit, prerequisite management, and course time-sequencing. This workshop will cover String table concepts, the use and function of control rules, types of String relationships, and how String table rules can be used for curriculum scenarios. A brief review of the basic equivalency string types will be followed by lessons on the advanced string rule types of credit-limiting, prerequisite checking, and time sequencing. Additional advanced topics, such as multiple string rule effect and exceptions, will also be discussed.
The workshop lasts 3 hours and uses a blended training approach. Individual learning is combined with guided hands-on practice and exercises provided by trainers with real-world degree audit experience.
Intended audience: This training is intended for intermediate to advanced encoders with previous uAchieve workshop training, on-site training, or 5+ years of uAchieve encoding experience.
To register, please visit the schedule at the bottom of this page and select an upcoming event.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Advanced Topics Workshop is $350 (group discounts available for 3 or more!) and includes:
-
- Lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
Calculating Required Electives Using Reference Values
uAchieve can dynamically calculate the electives needed for each student for monitoring and reporting purposes. Through reference value encoding, uAchieve can adjust the student’s elective hours based on course choices, report the hours remaining to complete a program, and sort courses into necessary and unnecessary electives. The calculated elective results can then be used for athletic eligibility, financial aid eligibility, and other progress toward degree requirements.
The workshop lasts 3 hours and uses a blended training approach. Individual learning is combined with guided hands-on practice and exercises provided by trainers with real-world degree audit experience.
Intended audience: This training is intended for intermediate to advanced encoders with previous uAchieve workshop training, on-site training, or 5+ years of uAchieve encoding experience.
To register, please visit the schedule at the bottom of this page and select an upcoming event.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Advanced Topics Workshop is $350 (group discounts available for 3 or more!) and includes:
-
- Lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
Course Grouping Sub-requirements
When the curriculum gives students a choice among areas, multiple methods can be used to encode the requirement in uAchieve. When the choice of areas must be in a single sub-requirement, course grouping sub-requirements can be employed. This workshop will review alternate methods to encode student choice before focusing on course grouping sub-requirements for single, multiple, and self-defining groups.
The workshop lasts 3 hours and uses a blended training approach. Individual learning is combined with guided hands-on practice and exercises provided by trainers with real-world degree audit experience.
Intended audience: This training is intended for intermediate to advanced encoders with previous uAchieve workshop training, on-site training, or 5+ years of uAchieve encoding experience.
To register, please visit the schedule at the bottom of this page and select an upcoming event.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Advanced Topics Workshop is $350 (group discounts available for 3 or more!) and includes:
-
- Lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
Encoding Credit Restrictions and Limits
uAchieve can enforce restrictions and limits on the application of student coursework. This workshop will focus on how and when uAchieve enforces restrictions and limits, options that affect limit enforcement, course sharing and overlap (X-lines and Y-lines), and best practices for encoding restrictions and limits.
The workshop lasts 4 hours and uses a blended training approach. Individual learning is combined with guided hands-on practice and exercises provided by trainers with real-world degree audit experience.
Intended audience: This training is intended for intermediate to advanced encoders with previous uAchieve workshop training, on-site training, or 5+ years of uAchieve encoding experience.
To register, please visit the schedule at the bottom of this page and select an upcoming event.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Advanced Topics Workshop is $350 (group discounts available for 3 or more!) and includes:
-
- Lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
System Condition Codes and Conditional Requirements
Curriculum can sometimes vary based on something true of the student: alternate General Education requirements due to transfer status or previous degree, lower-division courses waived due to higher courses or test-out, Honors requirements, degree progress messaging, etc. This workshop will focus on using system condition codes to activate or de-activate requirements and sub-requirements based on individual student criteria.
The workshop lasts 3 hours and uses a blended training approach. Individual learning is combined with guided hands-on practice and exercises provided by trainers with real-world degree audit experience.
Intended audience: This training is intended for intermediate to advanced encoders with previous uAchieve workshop training, on-site training, or 5+ years of uAchieve encoding experience.
To register, please visit the schedule at the bottom of this page and select an upcoming event.
View workshop content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.
Pricing and what’s included
The Advanced Topics Workshop is $350 (group discounts available for 3 or more!) and includes:
-
- Lectures led by our CollegeSource trainers who share their own experiences through real-world examples and best practice recommendations.
- Guided, hands-on exercises to practice encoding in the uAchieve environment.
- Printed training materials and exercise solutions.
Individualized uAchieve Workshop
Our uAchieve workshops can be scheduled at your convenience, delivered in-person or virtually, and tailored to fit your institution’s needs. Select your uAchieve workshop of choice (Basic Encoding, Transfer Articulation, Intermediate Encoding, or NCAA Encoding) and whether it will be held in person or virtually:
-
- Virtual: Up to 10 attendees (7 Business days – 4 hours/day)
- In Person: Up to 10 attendees (3 ½ business days, 8 hours for three days, and 4 hours on the last day)
For a flat fee, CollegeSource will provide the appropriate staff and materials for your uAchieve workshop of choice. Please note that for in-person workshops, the institution will need to provide the training room, WiFi access, and any necessary AV needs (i.e., a projector).
Don’t have enough people to fill a workshop?
You can host a regional workshop. Client-hosted regional workshops are in person, located on your campus, and registration is open to uAchieve encoders across the country. In addition, CollegeSource will promote the workshop to help boost attendance.
Contact us to learn more and receive pricing information.
Encoding Mentorship Program
The Encoding Mentorship Program was created to help staff at institutions understand the reasoning behind and learn to maintain inherited encoding. The program is not designed to replace training but to aid in understanding the existing encoding. Those participating in the mentorship program must have completed uAchieve Basic Encoding training. CollegeSource will assign a dedicated Functional Implementation Specialist to work with your staff member remotely throughout the length of the program (6 or 12 months) in providing the following:
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- Monthly hour-long virtual meetings to discuss encoding, the types of issues/challenges you are currently facing, and to set priorities on what guidance may be needed for the rest of the month.
- Up to 4 hours of additional assistance/working session(s) throughout the month, as requested.
- Direct support through your dedicated Functional Implementation Specialist, eliminating the need to submit help tickets or rely solely on support documentation.
Below are some examples of the assistance CollegeSource can provide in the mentorship program:
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- Review existing encoding strategies and collaborate to provide guidance for optimizing your encoding based on best practices.
- Help troubleshoot complex curriculum challenges and navigate unique institution’s policies.
Pricing is $6,500 per person for a 6-month mentorship, or $12,750 for 12 months.
Contact us to learn more and get connected with your mentor today.
Upcoming training courses
Virtual uAchieve Encoding Workshop
Virtual uAchieve Encoding Workshop
Join a live demonstration
Register for one of our free webinars hosted regularly below. Our introductory sessions demonstrate uAchieve in action—overviewing the Degree Audit, Planner, and Schedule Builder—followed by Q&A with a product expert. We also host topical sessions focused on user roles, functions, or product updates. If you’d rather tune in right now, check out our on-demand demos.
Predictable subscription pricing
Enjoy peace of mind and budgeting simplicity with our right-sized, subscription-based pricing that eliminates the uncertainty of large upfront fees, local hardware expenses, and unexpected upgrade costs. Our comprehensive solution includes a scalable platform, performance and security monitoring, data backup and disaster recovery, and cyclical upgrades. Every subscription also comes with 40 hours of support, ensuring you can easily make any desired technical changes.
Talk to a human
Discover which solution components are right for your institution with the help of our expert sales team. Our team will work with you to customize pricing that fits your unique needs and budget. Contact us for quotes on new cloud installations, on-premise upgrades, training requests, or to schedule a custom demo.
Get in touch with us