Increase student success with uAchieve® Degree Audit
uAchieve Degree Audit is a flexible degree audit designed to track satisfactory academic progress and quickly identify the next steps needed to graduate on time.
A flexible audit in the cloud
uAchieve Degree Audit is an online audit system that allows students and advisors to track progress toward academic degree completion while highlighting the remaining courses and requirements needed to graduate. As a hosted solution, uAchieve ensures both students and the institution have accurate, complete, and personalized information for achieving their educational goals in a more stable, secure, and cost-friendly environment.
Robust requirement handling
From basic degree programs to handling unique programs with special circumstances, uAchieve has you covered, and no curriculum is too unique. uAchieve accommodates processing other applications can’t, such as multiple majors/minors/degrees, waivers, test scores, non-course requirements, discrete GPA computations, extensive course reuse monitoring, tracking for financial/athletic/veteran’s compliance, and more.
Reliable uptime and security
uAchieve utilizes Amazon Web Services (AWS) and is guaranteed to provide 99.99% uptime. Your data is maintained in a highly secure, encrypted environment with a robust backup and disaster recovery plan. Fully hosted, uAchieve has routine upgrades and faster implementation. Far less IT involvement is needed and there is no campus hardware to maintain. You will be provided with dedicated technical and functional support.
Evaluate credit and store equivalencies
With Transfer Articulation (TA) in uAchieve, you can store course or program-specific equivalencies as well as statewide transfer rules and agreements. Identify Home (target) or Transfer (source) courses, treat Transfer courses differently than Home courses in an audit report, translate grades and credit from Transfer-to-Home values, and more. This allows your students to get the maximum value for their work, while you get consistency and confidence in applicability.
Accuracy matters
Due to the sophistication of the requirements, uAchieve allows the most precise reflection of your student and degree data in real-time. Additionally, we work with you to ensure audit reports accurately reflect the student transcript results.
Award new degrees
With the uAchieve Degree Discovery™ service, you can find unrealized opportunities for degree awards across all students and program offerings. Degree Discovery saves your staff significant time and energy trying to find awards students may have attained that might be otherwise unknown. In one semester, Saddleback College increased its Associate Degree completions by 52 percent through auto-awarding.
Create uAchieve transfer rules more quickly with TES® integration
More powerful together
Subscribers of TES, the Transfer Evaluation System, can access course descriptions and kick-off the evaluation workflow process directly from within uAchieve for quicker and more convenience in building transfer rules.
#1 in the nation, thanks to uAchieve
“Our main goals are to increase retention and four-year graduation rate and, thanks to the uAchieve products, we are ranked #1 in the nation in four-year graduation now… Our main use of the product is we run a number of jobs that assist in transfer admission, transfer of credit, aiding in retention, and graduation. We do an auto graduation that we’re very proud of. We have an average 75% rate that clear through automation, and we also do a ‘progress towards degree’ report… that we’re very, very proud of being able to achieve, all thanks to uAchieve.”
Cheryl Muessig
Encoder and Degree Audit Coordinator at San Diego State University
USC soars to the cloud with uAchieve solution
Learn about the decision by University of Southern California (USC) to transition to the cloud with uAchieve. While the institution has long been finding success with our degree audit solution on premise to “manage the increasingly complex transfer articulation and degree audit process for students,” it will soon have the added benefits of being fully hosted including “improved security, scalability, control, stability and more.” USC has put all the functionality of uAchieve to use in reflecting their unique curriculum and is excited to move to our hosted platform.
Let us handle your unique curricula
uAchieve, the most accurate and sophisticated degree audit on the market for 40 years, now adds a modern, student-friendly display with at-a-glance absorption of progress towards degree and a seamless mobile experience across all devices. Automated transfer course applicability, easy-to-use exception handling, what-if audit functions, and dynamic reporting of individualized requirements greatly increase your abilities to guide your students to success by providing you the entire toolkit. Together, let’s accelerate graduation at your institution.
Features you’ll love
Designed with degree completion in mind, uAchieve Degree Audit includes features for your students, advisors, and administrative staff to quickly and accurately visualize degree progress through charts and graphs, view course descriptions, easily navigate degree requirements, and run “what-if” audits. Extensive options and configurations allow for a precise representation of your student and degree data so that complex situations will not require a change in campus policies.
Track academic progress easily
Browser access and an easy-to-digest display with audit details quickly identify any remaining degree requirements, and multiple “what-if” audit features show how courses taken match other degree programs at your school
View reporting analytics
Early warnings and analytics of degree audit data are available for staff through batch audit processing and an internal report template library
Free up your IT staff’s time
The fully hosted environment provides reliable access and guarantees 99.99% uptime, requiring minimal involvement of campus IT staff
Connect live to your SIS
Real-time integration with any student information system means changes are immediately shown in the audit
Calculate GPAs of all kinds
A flexible range of GPA calculation includes cumulative totals, progress toward degree, and discrete college, with major computations consisting of pass/fail, residency, transfer, and other restrictions
Get the best course matches
Fluid course-requirement matching is engineered to continually process for “best fit,” plus there are special options for managing overlapping course lists
Handle complex curricula including:
Any combination of multiple/dual degrees, majors, minors, concentrations, etc.
Advanced logic for repeated, retaken, and reused courses
Test scores and other non-course requirements from any student information system or data source
Basic to advanced exceptions, substitutions, and waivers directly in the audit
Financial aid and athletic eligibility tracking specific to your policies on a student-by-student basis
Articulation rules to convert transfer work into home equivalencies and display on the audit
The uAchieve interactive audit highlights remaining courses and requirements needed to track progress toward degree completion.
Watch a quick demo
Enjoy our brief video featuring user testimonials to see how uAchieve provides students and institutions with accurate, complete, and personalized information for achieving educational goals. Additionally, if you would like an in-depth demonstration, register for one of our upcoming live demos or watch an on-demand demo.
Challenge accepted
uAchieve will accommodate your most complex and challenging needs with accuracy, allowing students to easily gauge satisfactory academic progress at a glance. Tell your team about uAchieve Degree Audit 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.
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.
uAchieve Self-Paced Training
The following self-paced training courses apply to versions prior to 5.0 uAchieve degree audit software.
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:
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- 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.
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.
Pricing and what’s included
The Self-Paced uAchieve Basic Encoding Training is $699 (group discount discounts available for 3 or more!) and includes:
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- 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
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:
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- 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
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:
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- 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
Virtual uAchieve Encoding Workshop
Course content includes:
- Encode Programs and Requirements
- Matching Courses and Course Lists
- The COM Table
- Duplicate Logic and the Repeat Table
- The Grade Table
- Requirements Groups and Course Reuse
- Marker Programs and Lists of Requirements
- uAchieve Audit Processing
- Requirement Types
- Sub-requirement Types
- Using ANDs and ORs
- Hungry Elective
- Reserved Condition Codes
- Course Condition Codes
- Total Hours and Residency Requirements
- The String Table
- Date-Ranging for Curriculum Changes
- Convert Table
- Student Exceptions
uAchieve Encoding Advanced Topics: Advanced String Table Rules
Course content includes:
- Overview
- String Control Rules
- Duplicate and/or Equivalent (D/=/E) String Rule Types Review
- Credit Limiting (K/L) String Rule Types
- Grouping (G/M) String Rule Types
- Prerequisite Checking (P/Q) String Rule Types
- Time Sequencing (S/T/B/A/F) String Rule Types
- Multiple String Rules Effects
- String Rule Exceptions
uAchieve Encoding Advanced Topics: Calculating Required Electives Using Reference Values
Course content includes:
- uAchieve Audit Processing Review
- Estimated Hours Overview
- Calculation Advanced Sub-requirement Type
- REFVAL Encoding Fields Overview
- Encoding for Calculating Required Electives
uAchieve Encoding Advanced Topics: Course Grouping Sub-requirements
Course content includes:
- Overview
- Course Grouping Fields
- Minimum Groups Encoding (Breadth Requirements)
- Maximum Groups Encoding (Focus Requirements)
- Course Grouping Sub-requirements Processing
- Course Grouping for Restrictions
- Self-Defining Groups
- Exceptions to Course Grouping Sub-requirements
- Use Count
uAchieve Encoding Advanced Topics: Encoding Credit Restrictions and Limits
Course content includes:
- Defining Limits and Restrictions
- Encoding Credit Restrictions
- Credit Restrictions Processing Effects
- Sub-requirement Limits
- X-line Limits
- Y-line Limits
- X-line Series Limits
- Credit Limits Processing Effects
- Troubleshooting and Best Practices
uAchieve Encoding Advanced Topics: System Condition Codes and Conditional Requirements
Course content includes:
- Review of Condition Codes
- Assigning System Condition Codes
- Testing for System Condition Codes
- Evaluation Advanced Sub-requirement Type
- Incremental Advanced Sub-requirement Type
uAchieve Intermediate Encoding Workshop
Course content includes:
- 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
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
Self-Paced uAchieve Basic Encoding Training
Course content includes:
- 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
Self-Paced uAchieve Transfer Articulation Training
Course content includes:
- Interpreting Institutional Information
- Creating Basic Articulation Rules
- Creating More Complex TA Rules
- Articulating Credit
- Articulating Grades
- Passing Course Information Using IREF Tables
- Identifying Information for Groups of Courses
- Passing Information Using TA Rules
- TA Processing Flow
- Setting and Testing Conditional Elements by Student
- Setting up Different Articulations for Identical Courses
- Changing Articulations Based on Date
- Setting up Default Tables
- Reporting Transfer Courses on the Degree Audit
uAchieve Encoding Advanced Topics: Advanced String Table Rules
Course content includes:
- Encode Programs and Requirements
- Matching Courses and Course Lists
- The COM Table
- Duplicate Logic and the Repeat Table
- The Grade Table
- Requirements Groups and Course Reuse
- Marker Programs and Lists of Requirements
- uAchieve Audit Processing
- Requirement Types
- Sub-requirement Types
- Using ANDs and ORs
- Hungry Elective
- Reserved Condition Codes
- Course Condition Codes
- Total Hours and Residency Requirements
- The String Table
- Date-Ranging for Curriculum Changes
- Convert Table
- Student Exceptions
Virtual uAchieve Intermediate Encoding Workshop
Course content includes:
- 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
uAchieve Intermediate Encoding Workshop
Course content includes:
- 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
About NCAA Encoding Workshops
uAchieve Degree Audit has specific encoding settings used to determine eligibility for NCAA certification of student-athletes. The workshop is three days and includes hands-on encoding and testing in your institution’s environment. Additionally, uAchieve encoders and the NCAA compliance officer work to verify that the encoding clears student-athletes for competition.
This specific encoding has been extended at institutions to provide Progress Towards Degree tracking and Financial Aid eligibility.