2022 CollegeSource Annual Conference Reminders

May 10, 2022

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Latest Update for the 2022 CollegeSource Annual Conference

After two years of virtual conferences, our team is counting down the days until we see everyone in San Diego, CA, again for the 2022 CollegeSource Annual Conference! While you are packing sunscreen, booking flights, and preparing your colleagues for all the expertise you are about to soak up and bring back, there are a few more things we do not want you to forget about. After so long away, we could all use a few reminders!

1. Submit your nomination for the Sourcies.

We are still accepting nominations for the 5th annual CollegeSource Best Practices Awards. (We affectionately refer to them as The Sourcies!) Our Best Practices Awards recognize schools and organizations in our user community that are doing remarkable things with CollegeSource products.

2. If you haven’t already, register for the conference!

Zoom networking cannot compare to our lively networking lunch and evening events. We are ready and excited to train, connect, and have fun in person once again! Spots are limited in San Diego this June, so do not hesitate to register you and your colleagues ASAP!

We understand that some may not be able to make it in person, so we will be hosting a virtual conference format the following month for attendees to participate remotely.

Visit Conference Website

3. Submit a question for the panel discussions.

Each year at the annual conference we look for ways to highlight the successes and challenges of our user community, and one of the best ways to do that is to get your input! Our experts want to answer your questions and tackle any challenges you may have. Submit your questions now for the uAchieve Cloud, Transferology, or Client Advisory Board panels and get answers during the conference.

Questions about uAchieve Cloud – Ask the Experts
A panel of CollegeSource staff experts will be available to answer any questions you may have regarding the uAchieve cloud, from encoding to security to implementation. A recording of this panel session will be available to virtual conference attendees.

Transferology Expert Panel – Ask the Clients
Transferology and Transferology Lab experts from a 4-year, 2-year, Private, and State Licensure will share their knowledge and experience as they answer attendees’ questions. The recording of this panel session will also be available to virtual conference attendees.

uAchieve & Transferology Panels Question Form


Client Advisory Board (CAB) Respond and Share Panels
Join the CAB for the Respond and Share panels as they address issues, questions, and feedback submitted by the CollegeSource user community. The CAB will be split into two panels: Degree Achievement (uAchieve Degree Audit, uAchieve Planner, and Schedmule) and Transfer Solutions (TES and Transferology). These panels will be available at both in-person and virtual conferences.

CAB Panel Question Form

Keeping Up with TES: Recent Product Enhancements

Apr 27, 2022

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Stay Up-to-Date on TES

The CollegeSource Annual Conference is back again this year—twice! We look forward to meeting with you in person in San Diego, June 27-30th, and virtually the following month, July 18-20th. One of the highlights of the conference is our annual session featuring what’s new in TES, the Transfer Evaluation System. Each year, we recap product enhancements and recent developments, and give predictions about where we hope to go in the future with the product along with live Q&A and feedback from the audience. If you’d like to learn the ins and outs of TES in a dedicated learning environment with fellow users from schools across the country, visit the conference website and register today.

Some highlights from last year’s annual conference include:

Updates to Usage Statistics

The Evaluation Tracker Use statistics were redesigned, providing you with deeper insight into how your institution is using this workflow. You can now see how many evaluations are being reassigned by or to a user and review the average and median turnaround times for closed evaluations.

💡 What patterns could you see in your institution’s turnaround times if you tracked these each month?

TES General Use statistics were also updated with clearer labels, to help you better interpret each data point being captured. Additionally, institutions that use the Public View can now see how many times their site has been visited. No information is collected about individual users, however, to maintain privacy.

Course Finder: Title Keyword Capabilities

You can now use the EQ Search button to compare keywords from a transfer institution’s course to those in your course catalog. This is a quick way to identify potential equivalent courses. Once you’ve reviewed the search results and compared course details, you can create an equivalency or initiate an evaluation task right from the search results.

Exciting, New Developments

Product updates are being made on a continual basis. For example, did you know that you can now sort the results of a Course Tag Audit by whether your institution has established equivalencies to a school’s courses? Sorting by NO will give you a quick, easy way to determine what courses need review.

You don’t need to wait until the conference to start learning about new enhancements. Go to TES Support and click on Release Notes to read more. There are already 2022 TES Enhancements ready for you to preview!