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Get Started With Batch




To get started with Batch, Batch selection criteria will first need to be determined. Your campus IT staff will work with CollegeSource staff to install and configure the software. Our installation and upgrade guide can assist with this technical setup.

Your institution must have a subscription to Batch to use this application. Visit your CollegeSource My Profile page to retrieve your encrypted product key to apply.


NOTE: If running a previous version of Self-Service and you have recently licensed Batch, you much install a new Self-Service With Batch to have access to the Batch reporting software.

Once the links are configured to pull the appropriate student selection criteria, your campus IT staff will provide a URL that points to the Self-Service web application. The functional project administrator will then create user profiles using the Dashboard web application. These profiles that will be used to access the system and for the project administrator to give Batch access to campus users.



(User permissions are restrictions are managed in Self-Service security)

If the authentication is successful, the User ID is saved for future use. Any existing user-defined or shared Batch list is presented.


The uAchieve Self-Service Home page will now contain the following:

  • Batch icon batch icon.jpg
  • Batch menu option in the blue menu bar 



Batch on SS home 441.jpg



Batch is integrated into the uAchieve Self-Service application so that functional users may create batches of audits for select groups of students. All of this happens on the Batch page.

Simply navigate between the four tabs across the top of the Batch page to control the display within the working area below. The working area in the table contains the list of completed audits. Tabs include the following:

  • Batch Definitions
  • Scheduled Jobs
  • Run Results
  • Blackouts



Batch Page Overview

Batch Definitions tab

The Batch Definitions tab displays a list of Batch reports and various methods of batch management, including the following batch functions to filter, add, run, delete, clone, and edit:

Filter Batch Results Field

The Filter Batch Results field allows user to filter through potentially long lists of Batch runs. For example, filter by date can be very useful for through long lists of cloned batches. In the screenshot below, a filter is used for the batch description:

NOTE: The field requires a minimum input of three characters. Delete the text in the Filter Batch Results field to return to the full, unfiltered list of batches.


Scheduled Jobs tab

The Scheduled Jobs tab shows any batches scheduled for routine or future runs. Batch functions on the Scheduled Jobs tab include the following: unschedule ().


Run Results tab

The Run Results tab shows a list of run Batches and their associated audits. Batch functions on the Run Results tab include the following: view audits ().



The Blackouts tab allows system administrators to manage system blackout dates to prevent users with batch permissions from running or scheduling batches during specified times. Batch functions on the Blackout tab include the following: add, edit, delete, and filter.


When a batch blackout is in effect, a red alert bubble displays in the Batch Definition List area of the screen:



The working area of the Batch page consists of a table list of user-defined batches and shared batches. User-defined batches can be identified by the "Owner" field within the list and will contain your User ID used when you logged into Batch.

The working area is where Batch management occurs: filter, run, add, sort ID, add, run, clone, edit, delete. Available functions vary according to the selected tab.



The Run Batch column displays the Batch status and updates automatically. No refresh is required.

  • New-Batch created but not submitted to run
  • Scheduled Batch-Batch queued to run
  • Running-Batch in process of running
  • Run-Batch completed




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