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.

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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.

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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.

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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.”

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Scott Fiedler
College Director of Admissions
and Registrar at Ozarks Technical Community College
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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.

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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

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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

Explore our in-depth uAchieve training courses and custom training options below to find what best fits your needs and availability. Our training is offered year round in-person and virtually on basic and intermediate-level encoding topics. Head to the Support Center to access help documentation, the Issue Tracker, or the Questions forum.

Available training

View program details, including description and fee, by clicking the training course titles below. Note that all onsite and virtual encoding courses are applicable to all versions of the uAchieve/DARwin degree audit software.

Looking for custom training?

The Individualized uAchieve Workshop or the Encoding Mentorship Program are additional options available to fit the needs of your institution.

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​Virtual uAchieve Basic Encoding Workshop

Enjoy the benefits of a basic encoding onsite workshop—same content, live lectures, Q&A, discussions, hands-on exercises and troubleshooting, and printed learner guide—all from the comfort of your home or office. This course has a multi-media, blended training approach that combines individual learning with lab-style, guided hands-on practice and trainers with real-world degree audit experience. The workshop is most effective for beginner encoders and is appropriate for any version of uAchieve or DARwin. To register, please visit the schedule at the bottom of this page and select an upcoming event.

View course content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.

Pricing and what’s included

The Virtual uAchieve Basic Encoding Workshop is $1,199 (group discount discounts available for 3 or more!) and includes:

    • Daily lectures plus lab-style classroom learning 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/reference materials and exercise solutions and (depending on the topic) pre-workshop online introductory lessons

View schedule and register.

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Self-Paced uAchieve Basic Encoding Training

The Self-Paced uAchieve Basic Encoding Training includes lessons and hands-on exercises developed to help you learn encoding as your time and schedule allow. This training is for the beginning encoder and is appropriate for ANY version of uAchieve or DARwin. It is also an appropriate pre-cursor to the uAchieve Intermediate Encoding Workshop. To register, please visit the schedule at the bottom of this page and select an upcoming event.

View course content.

Pricing and what’s included

The Self-Paced uAchieve Basic Encoding Training is $699 (group discount discounts available for 3 or more!) and includes:

    • An entire month of learning (most people finish in an average of 20–25 hours)
    • Self-paced instruction—Work on the course when it’s convenient for you!
    • Assistance from support staff

View schedule and register.

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​Virtual uAchieve Intermediate Encoding Workshop

Enjoy the benefits of the intermediate encoding on-site workshop—same content, live lectures, Q&A, discussions, hands-on exercises and troubleshooting, and printed learner guide—all from the comfort of your home or office. This training will be most effective for encoders who have taken the uAchieve Basic Encoding Workshop, Self-Paced uAchieve Basic Encoding Training (formerly uAchieve Basics Online), 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 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. This training is appropriate for any version of uAchieve or DARwin. To register, please visit the schedule at the bottom of this page and select an upcoming event.

View course content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.

Pricing and what’s included

The Virtual uAchieve Intermediate Encoding Workshop is $1,199 (group discount discounts available for 3 or more!) and includes:

    • Daily lectures plus lab-style classroom learning 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/reference materials and exercise solutions

View schedule and register.

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uAchieve Intermediate Encoding Workshop

Join your peers and us at the Cincinnati training facility for 3.5 days of intensive trainer-led lectures and hands-on exercises using uAchieve. This training will be most effective for encoders who have taken the uAchieve Basic Encoding Workshop, Self-Paced uAchieve Basic Encoding Training (formerly uAchieve Basics Online), 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 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. This training is appropriate for any version of uAchieve or DARwin. To register, please visit the schedule at the bottom of this page and select an upcoming event.

View course content. | This course applies toward the uAchieve Degree Audit Encoder Certification. Learn more about certifications.

Pricing and what’s included

The uAchieve Intermediate Encoding Workshop in Cincinnati is $1,199 (group discount discounts available for 3 or more!) and includes:

    • 3.5 days of lecture plus lab-style classroom learning 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
    • A networking opportunity with CollegeSource staff and encoders from other institutions around the country
    • Printed training/reference materials and exercise solutions to take home
    • Two lunches, daily snacks, and beverages

View schedule and register.

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Self-Paced uAchieve Transfer Articulation Training

The Self-Paced uAchieve Transfer Articulation Training includes lessons and hands-on exercises developed to help you learn transfer articulation at your own pace. This workshop is aimed at the new transfer evaluator, the experienced evaluator who is new to uAchieve, or anyone who wants to learn more about the transfer articulation functionality in Self-Service. Please note that this training is most appropriate for those institutions already using uAchieve and Self-Service together, as the functionality presented in the course is delivered in uAchieve Self-Service. To register, please visit the schedule at the bottom of this page and select an upcoming event.

View course content. | This course applies toward the uAchieve Transfer Articulation Encoder Certification. Learn more about certifications.

Pricing and what’s included

The Self-Paced uAchieve Transfer Articulation Training is $699 (group discount discounts available for 3 or more!) and includes:

    • An entire month of learning (most people finish in an average of 20–25 hours)
    • Self-paced instruction—Work on the course when it’s convenient for you!
    • Assistance from support staff

View schedule and register.

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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.

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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:

    • Monthly hour-long virtual meeting to discuss encoding, the types of issues/challenges you are currently facing, and setting any 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:

    • 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.

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Upcoming training courses

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.

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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

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