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Best Practice Guides and User Manuals


Some of our training materials are available for your institution's encoders to use as reference guides/refreshers and to keep up on new and improved functionality. Below are abridged PDF versions of the materials you would receive if you attended one of our uAchieve or Planner workshops. Content includes:

  • Written objectives, concepts, and processes
  • Commonly used field settings
  • Best practice recommendations

You may view/search them online or download them to your computer. (If you choose the download option, remember to check back from time to time to see if content has been updated.) Updates are made roughly every two years. If you run into trouble with document access or download, please contact

Please NOTE: These materials do not replace workshop training, and we encourage you to join us for such training as you have time as these are not exhaustive guides to our software functionality.

Best Practice Guides
uAchieve Degree Audit Basic Encoding
uAchieve Degree Audit Intermediate Encoding
uAchieve Transfer Articulation Encoding
uAchieve Degree Audit Log Reader Guide
Academic Planner User Guide
Schedmule User Guide


Copyright Notice

© 2019 CollegeSource, Inc. All Rights Reserved.

These materials were created by and are the intellectual property of CollegeSource, Inc. These guides may be reproduced (by paper reproduction) for educational/training purposes within your institution, but the following statement must appear on all such reproductions: uAchieve® Training Materials, ©2019 CollegeSource, Inc. We also require that these materials be shared only with employees within your own institution.

Except as noted above, no part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise for publication offered for sale or other commercial purposes without the prior written permission of CollegeSource, Inc.




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