New User Checklist
Did your administrator set you up as a user in this program, then expect you to know what to do? If PDS has already been set up, but you are new to it, review the New User Checklist to learn about using the program and getting help. You can check off each item as you complete it.
On the Home Screen, click New User Checklist to view the checklist. This button displays by default for new users. To hide the button, click the My Settings icon on the Quick Access toolbar. Then on the Home Screen tab, clear the Show the New User Checklist Button option.
Review the Checklist
Once your administrator adds you as a program user, review the following:
☑ Click the tabs on the ribbon bar to navigate to major parts of the program. On each tab, click the icons to move to a window. On the Information tab, you can enter information about families, members, and contributions. On the Personnel tab, enter data related to clergy and religious, staff, teachers, catechists, and volunteers. On the Reports tab, you can create and print reports. On the Processes tab, you can access all quick postings and processes. On the Administration tab, you can set up funds and work with users and passwords. The File menu provides other features and utilities.
☑ Above the ribbon bar is a row of icons called the Quick Access Toolbar. This includes some navigation shortcuts for back and forward, clipboard tools for undo, cut, copy, paste, and additional helpful tools. Hover over each icon for a short description.
☑ The online User Guide provides instructions for using the program. On the File menu, click Check out the Get Started section for program tips. .
☑ To view online Help (what you're reading right now) from within the program, click the help icon or press F1 on your keyboard. A specific topic from the User Guide displays in your default browser and provides information about the program window you're on. Try going to several different windows and opening the Help.
☑ The Preferred Client Program (PCP) has software upgrades, software support, special services and exclusive discounts. Contact us to enroll in this program.
☑ Each year, the MinistrySmart Conference provides an opportunity for you to discover what's new, learn new things, and meet new people. Talk with others in your organization about how to attend this important event.
☑ Stuck, need help, or have a problem? The PDS Support Team is available for support. Check out the Client Portal (some features require you to be in the Preferred Client Program).
☑ Show the New User Checklist button on the Home Screen. Clear this option to hide the button.