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Formation Office User Guide

This user guide contains everything you need to know about PDS Formation Office. You can find information in the following sections. Click a heading, use the navigation menu on the left, or use the search bar at the top to find what you're looking for.

Get Started

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

Students

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

Families

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

Personnel

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.

Reports

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

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