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Formation Office User Guide

The PDS Formation Office user guide contains the following sections. Click a heading or use the navigation menu to learn more about a topic.

Get Started

Get started with your program. Learn about basic features, how to navigate, and how to customize the program to suit your needs.


Manage information about your students. Track attendance, register and enroll students, and post information to student records.


Manage information about families. View each family's status, addresses, pictures, financial activity, and more.


Manage information about your personnel. Schedule assignments, view family members and funds, and enter information about them.

Tuition and Fees

Track donations, gifts, pledges, payments, charges, refunds, and more. Customize funds and assign them to families.


Create and print reports, Easy Lists, letters, envelopes, and more. Learn how to use the Selection window, and manage report styles and settings.