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Formation Office Setup Video Requirements  

Formation Office

Formation Office is the easiest way to manage the details of your religious education program and quickly see who is enrolled in each class / session. Keep track of as little or as much financial information as you want.

Check out the "What's New in Formation Office" videos.



Key Features and Benefits


  • Track student's sessions, attendance, service and retreats, enrollment and permanent record

  • Track professional background, teaching experience, and certifications with Catechist screens

  • Ensure proper background check, such as fingerprints on file or federal background check, has been completed for all adults

  • Quickly locate entries in your written registers and help preserve your valuable sacramental records with the optional Sacramental Register add-on feature. The PDS Sacramental Register provides a searchable electronic database of all your sacramental records. Learn more

  • Use the background integration from the Safe Environment screen to automatically order background checks from SecureSearch.

  • Manage and maintain all payment information and keep your students' families informed of their payment history

  • Give your students' families payment flexibility by being able to support most EFT (Electronic Fund Transfer) methods

  • Streamline the process of compiling and submitting your information for The Official Catholic Directory™ (with which PDS has no affiliation) with the PDS Catholic Directory feature.

  • Enter and manage large amounts of data such as student, family, financial, and class/session processes

  • Use a wide variety of reports including personalized letters, certificates, financial statements, demographics, and billing statements. Create your own reports

  • Use the "Pledge Card" quick posting process to make the process of entering pledge cards and initial payments more efficient

  • Save your Quick Post process selections for future use

  • Quickly indentify families whose credit cards will soon expire

  • CASS certify mailing addresses on your own schedule over the Internet with PDS CASS It!, an optional add-on feature to the PDS Office programs.

  • Share data with the Church Office™ and School Office™ programs. This can add families and members to the other programs without retyping them.

 

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