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QRG: Getting Started with uAchieve® (students)


This Quick Reference Guide (QRG) provides a very high-level overview of the components availabe in the uAchieve degree audit and academic planning suite of products. Included are visual cues, icon legends, and descriptions of various audit features.

NOTE: Your screens may look different depending on your school's choices.


What is uAchieve?

uAchieve is the CollegeSource degree audit and student planning system that allows you to track progress toward degree completion while highlighting remaining courses and requirements needed to graduate. At your school, uAchieve may include the following features:

  • Degree audit
  • Course planner
  • Course scheduler
  • Comments (to communicate with advisors/faculty)


What is a Degree Audit?

At its most basic, a degree audit is a report of your progress to graduation; it displays taken courses, credits, and courses still needed to complete your chosen program of study.

A uAchieve degree audit provides an interactive, at-a-glance visual of this progress using color-coded charts and graphs (next), as well as a detailed text-based audit with course lists and instructions.


Color-coded charts and graphs provide interactive, at-a-glance visuals for tracking your performance



The bottom of the screen provides instruction details for your program requirements. Audits are made up of two levels of detail:

  • High-level requirement earned and still needed amounts
  • Sub-groups of instructions and expected courses

Indicators for requirements and sub-groups include:



How do You Run an Audit?



uAchieve allows you to run an audit for your current degree program at any time over the web using the Run Declared Programs button on the Request an Audit screen.


The newest report appears at the top of the completed audit list. Click the Program code or View Audit to open the report. For details on reading audits, see the How to Read an Audit QRG or video.




What is a What-if Audit?


uAchieve includes the ability to run what-if audits to see how your taken courses might apply to a different program than you are currently pursuing.


You may be able to not only select a new major program, but also additional majors, minors, and concentrations.


What is Program Matcher?

Program Matcher is another uAchieve function that matches a student’s taken courses to all available programs. Program Matcher was developed to help students who are contemplating changing majors or trying to determine the quickest path to graduation. With a single click, students and advisors generate a bar chart displaying how the student’s coursework would apply toward other programs at your institution.





What About Batch Audits?


uAchieve includes a batch audit processing function for administrative personnel to quickly and easily create, schedule, and share batch data for departmental analysis purposes (such as graduation clearance) without IT assistance.


How do you Create Audit Details?


Degree program requirements are built using a process called encoding that involves interpreting institutional policy (defining repeat and reuse policies, defining course relationships, etc.), testing and troubleshooting, managing curriculum changes, etc. This activity is handled in a uAchieve interface that enables functional staff familiar with the curriculum and comfortable working with common interface navigation such as drop down menus, text boxes, check boxes etc. Tooltips provide on-screen descriptions and help when a user hovers over a particular field, and CollegeSource provides full encoding training upon implementation.


How Does uAchieve Handle Transfer Articulation?

uAchieve includes transfer articulation (TA) functionality to automate evaluation by allowing you to:

  • Set up rules to equate transfer courses with appropriate home course designations
  • Translate grades and credit from transfer to home institutions
  • Store course equivalencies per institution
  • Store program-specific equivalencies per institution
  • Store state-wide transfer rules/agreements
  • Bridge processed transfer work in real-time to your student information system (SIS)
  • Apply transfer courses to your audit report


Students and advisors can view evaluations of taken transfer work and see how articulated courses apply in the audit.




TA functionality is available using the uAchieve web interface (Self-Service), so the function can be distributed to various users across campus with no special software requirement, if desired.


Can uAchieve Handle Electronic Transcripts?


CollegeSource has a new add-on product for uAchieve, Transcript Importer, that extracts XML from electronic transcripts and automatically reads courses into the uAchieve student data table. It can also be set to run articulations and kick off the process to pass evaluated courses back to your SIS.



What is the Planner?

The uAchieve Planner allows students to build personalized, term-by-term plans to stay on track toward graduation. Students can create plans from roadmaps designed by your departments or directly from their uAchieve audit. The planner validates student plans against their audits to ensure planned courses satisfy degree requirements. As students build plans, their course selections provide your school with aggregate data from student plans for demand analysis and classroom scheduling.



What is a Roadmap?


Roadmaps are built by your institution to provide guides for students (or advisors) to create term-by-term plans for degree programs, minors, concentrations, and other programs of study. They represent “best” or most efficient paths to graduation. Roadmaps can be made as specific or general as your programs require and can provide guidance through critical, preferred, and required courses as well as pre-requisite courses or warnings against planning in terms they are not offered.


Building a roadmap from an audit



What is a Plan?


A plan is a student's customized map of courses, term-by-term toward graduation. Plans can be built from departmental roadmaps or directly from the uAchieve degree audit using a drag and drop method. Plans are validated against program audits to ensure the correct courses are being taken at the correct time. When a plan is validated, the roadmap associated with a student’s plan is dynamically updated to reflect completed planned coursework, incomplete planned course work, and failed coursework to alert students if they need to re-plan.


Building a plan from a roadmap


Plans can also be built from multiple roadmaps or program audits, allowing additions of minors, concentrated studies, etc.


What is Schedmule?


Schedmule further helps students plan their academic terms by allowing students to schedule planned courses according to preferences of days/times offered, location, instructor, friends’ schedules, and other non-curricular commitments. Students can view seat availability and wait lists. And they can build schedules manually or let Schedmule automatically generate combinations based on their indicated preferences. Students can then share schedules with friends and push courses to into registration with PeopleSoft Campus Solutions v9 and Ellucian Banner XE.





Can I Communicate Across uAchieve?

uAchieve Commenting allows students and staff to collaborate throughout the academic planning process. Notes can be added in uAchieve as private reminders or shared with students or other advisors, as desired; users can also be notified by email when a new comment is added.





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