Formation Office


PDS Formation Office™ is the easiest way to manage the details of your Religious Education program. With Formation Office, you can organize student and family information, quickly see who is enrolled in each class/session, and track financial data from fees, tuitions, and fundraising. Use Formation Office to take care of the details, and free yourself and your staff to manage the crucial human interactions at the heart of your ministry.

Formation Office

KEY FEATURES

CUSTOMIZABLE SECURITY

  • The most important quality of a database is the security of the information entrusted to you. With Formation Office, you have the peace of mind of choosing who has access to each specific part of your data.

EFFICIENT DATA ENTRY AND EASY LOOK UP

  • Logical data input and easy record location allow virtually unlimited information on every individual. Standard fields like addresses, phone numbers, and birthdays combine with customizable lists and keyword data that you can create as a permanent part of the program.
  • Personal records are grouped by family unit so last names and addresses are entered once for the whole family. Different last names or addresses can be easily changed for an individual while maintaining family relationships.
  • Store and quickly locate information for each student’s attendance, schedule, sacraments, background check results, ministries, talents, retreats, and other vital data.
  • Store and quickly locate information for each catechist’s schedule, contact information, certifications, ministries, talents, background
  • check results, and other vital data.
  • Keep unlimited phone numbers and e-mail addresses for each student, parent/guardian, and catechist. Student records include data
  • such as emergency contacts, medical alerts, or confidential comments. Limit confidential comment access to only the users you choose.
  • Import student, catechist, and family pictures from digital files.
  • Quickly locate records by first or last name, envelope number, phone number, address, or e-mail.
  • View each class’s schedules, attendees, meeting dates, and catechists at a glance. Create and analyze class listing, schedule, and enrollment reports with ease.

PROCESSES TAILORED FOR SPEED AND PRECISION

  • Post changes to student, family, and tuition/fees data automatically in bulk or one record at a time.
  • Save your Quick Post process selections for future use.
  • Use the one-time process for EFT payments when using QuanComm as processor.
  • Quickly identify families whose credit cards will soon expire.

SYNCHRONIZE WITH OTHER PDS PRODUCTS

  • Integrate seamlessly with PDS Church Office™ and PDS School Office™. Multiple programs share a single database. Enter an individual or family once; access and edit their records from any of the programs.

POWERFUL, EASY-TO-USE REPORTING

  • Choose from dozens of pre-defined reports to generate directories, produce lists and comparisons for analysis, and create mailings.
  • Design your own reports with content you define to meet your immediate needs.
  • Track tuition and fees accurately, completely, and securely.
  • “Easy Lists” let you instantly generate lists of students, classes, catechists, attendance, and other details meeting almost any practical criteria.
  • Powerful selections allow you to print exactly who you want in any report. Simply check off the families or members you want to print or enter the selection criteria. Any field available for printing in a report can be used as selection criteria.
  • Use the PDS Catholic Directory feature to automatically compile all your facility’s information and statistical data to quickly generate your report for The Official Catholic Directory™ (with which PDS has no affiliation).

SECURE BACKGROUND CHECKS

  • Background Integration from the Safe Environment screen enables you to automatically order background checks from SecureSearch.
  • Quickly order background checks
  • Save time, money and headaches
  • Be consistent in your screening processes

ELECTRONIC SACRAMENTAL REGISTER

  • Add the optional Sacramental Register feature for a searchable electronic database of all your sacramental records. This add-on feature makes it easy to quickly locate entries in your written registers and helps preserve your valuable records.

COMPREHENSIVE GIFT, DONATION, AND FUND MANAGEMENT

  •  Easily manage and maintain all your payment information and keep you and your student’s families informed of their payment records and histories.
  • Support for most EFT (Electronic Fund Transfer) methods gives your students’ families payment flexibility.

MAIL FEATURES

  • Use EZ-Mail™ to sort your first or standard class mailings. Print the qualification report, tray labels, and post office forms right from the program.
  • CASS certify mailing addresses on your own schedule over the Internet with PDS CASS It™, an optional add-on feature.
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