Contents. 1: Funds : Quick Posting Processes : Processes

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1 Contents 1: Funds Fund Setup Add Fund Fund Information Fund Periods Fund Activities Predefined Fund Setups Additional Commands Program Access Exercise Family Fund Setup Add Fund Rates/History/ Keywds Recap/Totals Billing Address Other Tasks Exercises Questions : Quick Posting Processes Contribution Posting Family Posting Member Posting Common Steps in the Quick Posting Process Automatic vs. Individual Select the Information to Post Review the List Ready to Post General Notes About the Quick Posting Processes Quick Posting of Payments List of Batches Quick Posting Options The Posting Screen The Posting Grid Saving, Posting and Printing Exercises Questions : Processes Contribution Processes Move Fund Entries Delete Batch New Year Fund Setup Carry Forward Balances Family Processes Kenedy Directory Information Compare Parish Data with Diocese Mailing List Reorder ID Numbers PDS Church Office Training Manual Contents 1

2 Activate/ Inactivate Families Remove Families Delete Family Remarks Move Family Information Change Letters, Visits, Calls, Etc Register Families via Member Processes Grade Promotion Change Talents Change Ministries Change Letters, Etc Activate/ Inactivate Quick Add from Shared Data File Quick Delete Delete Member Remarks Move Member Information Erase Attendance System Processes Mass Attendance Change Area Code Wizard Change Case of All Information Change Names Sacramental Registers Preparing to Use Sacramental Register Creating Sacrament Registers Combine Families and Combine Members After Data Merge Sharing Data with Formation Office Converting from Religious Education for DOS Combine Families Combine Members Exercises Questions : Reports Overview Select Report Screen Report Overview Screen Select Printer The Layout Screen Styles Text of a Letter Indenting Fields Printing Fields That Don t Match the Report Type Multiple Languages Select Funds to Print Selections Family or Member Selections Additional Selections Condition Lines Selection Examples Comparing Selection Abilities Report Preview Print Print to File Contents PDS Church Office Training Manual

3 Sending Letters by Logging Letters Custom Reports Reordering User Defined Reports Modify the List of Fields to Print Label Layout Envelope Layout Defining a Form Exporting Data Questions : Additional Features Program Information Screen Information General Information View Log of User Activity List of Users Currently in Program Using the Keyboard Navigation Keyboard Shortcuts Undo, Cut, Copy, & Paste Spell Check Insert Symbol Special Tools You Can Use Anywhere Year at a Glance (Ctrl + Y) Calculator (Ctrl + K) Print Screen (Ctrl + P) Users and Passwords Add User Copy Existing User Access and Privileges Individual Fund Access User Preferences Set Security Method Setup Options ID/Number Options Initial Setup Program Name Sacrament Place Names and Addresses Sacrament Tab Names Title Definitions Unit Name Definitions Setup Batch Number and Tax Limits Electronic Fund Transfer Setup Backup and Restore Backup Concepts Backup Current Data Restore Data from a Prior Backup Setup Automatic Backup Options Move Data to Another Computer Schedule Automatic Backups Test, Fix and Rescue Test Program Fix Utility PDS Church Office Training Manual Contents 3

4 Rescue Program Erase Data Files Disable Passwords Exercises Questions : CASS Certification and PDS EZ-Mail Overview of Bulk Mail Understanding Bulk Mail First Class Mail Standard Class Mail Bulk Mail Requirements Getting Data Ready for Certification Bundling, Traying, and Bringing to Post Office CASS CASSIt! Certification Testing Addresses for Errors EZ-Mail Potential Savings Using EZ-Mail Step 1: Mailing Specifications Exercise Step 2: Build the EZ-Mail List Step 3: Print the Qualification Report Print the Tray Labels Step 5: Print the Postage Statements Step 6: How to Print the Mailing Step 7: Packaging, Traying and Mailing Post Office Information Meeting the USPS Move Update Requirements Address Change Service NCOA Link FASTforward Ancillary Service Endorsements Exercise Questions : Families The Family Screen ID Numbers Family Name Also Visible In Active/Inactive vs. Delete Primary Information Other Addresses Map Buttons Zip Codes Family Recap Letters, Visits, Etc Navigation Tasks Individual Letter, Label Keyboard Shortcuts Exercise Questions Contents PDS Church Office Training Manual

5 8: Members The Member Screen Status Icons Member Name Active/Inactive vs. Delete Personal Phones/ s/Addr Sacraments Certificates Ministries / Talents Attendance Family Recap Safe Environment Letters, Visits Etc Navigation Tasks Other Tasks Deceased Members Exercises Questions : Keywords Keyword Maintenance Keyword Commands Delete Keywords Combine Keywords Keyword Lists User Keywords Exercises Questions : Listing Screens and Easy Lists Listing Screens Using the Listing Screen Customize View Easy Lists Choose the List Exercises Questions : Data Synchronization Synchronize with Ministry Scheduler Synchronize PDS Connects Synchronization Obtain an Account Sign on and Transfer Data Synchronize With Diocese Pre-requisites for Synchronization Install the Latest Release of PDS Church Office Download any available program updates Configure 2 nd ID Number Family Synchronization Step 1. Mark Families to Synchronize PDS Church Office Training Manual Contents 5

6 Step 2. Configure the Web Service Step 3. Identify the Set of Families in the Church Step 4. Start Check Step 5. Review Additions, Changes, and Deletions Step 6. Post the Additions, Changes, and Deletes Synchronization Issues for Cluster Churches Icons Cluster Sync Adding and Deleting Families and Members Exercises Questions : Answers Chapter 1: Funds Exercises Questions Chapter 2: Quick Posting Processes Exercises Questions Chapter 3: Processes Exercises Questions Chapter 4: Reports Questions Chapter 5: Additional Features Exercises Questions Chapter 6: PDS EZ-Mail Exercises Questions Chapter 7: Family Info Exercise Questions Chapter 8: Members Exercises Questions Chapter 9: Keywords Exercises Questions Chapter 10: View Listings and Easy Lists Exercises Questions Chapter 11: Synchronization Exercises Questions : Appendix Predefined Fund Setups Church Contributions Church Contributions with Extra Contributions Stewardship Formation School Tuition Pledge Drives Contents PDS Church Office Training Manual

7 Extra Contributions Keyboard Shortcuts Status Icons PDS Church Office Training Manual Contents 7