Program Setup
If this is selected the student is only counted absent if the attendance date is entered with attendance type absent.
Calculate Days Present
Name 5 things shared between Church Office and Formation Office.
ID Numbers, Names, Addresses, Phone Numbers, Email Addresses, School Grade, Sacraments, Funds
The program only makes the "Use Values from" option available during the End of Year-Formation Remove/Advance process if the client uses Assist Me. T/F
False
What additional selection do you use during the Add New Year/Period for Classes/Sessions process to recreate the 23/24 year?
Class Year Name is equal to 2023-2024.
File>Initial Setup>Student & Family Options
If the client chooses to use a different online registration form than the one we offer, how do we add the updated information into the program?
File>Import Data>Import Enrollment Information
The Smith family owes $500.00 on their 23/24 tuition, when the client uses Carry Forward Balances and Prepayments, what function should the $500.00 roll in to?
Charge
How would a client add all 12 year old children to their 2024 Confirmation class?
Students>QP>Classes or Sessions>Auto Updating Method>Addl Sel Student Age is equal to 12.>Assign to same class>Select Confirmation.
The client purchased Formation in January 2024, however they have been using Church Office since 2020. They are currently sharing data. How would they add all students age 6-18 and their PG's into Formation from Church Office?
Students>Processes>Student Processes>Quick Add from Shared Data File
File>Setup>Initial Setup>Ask for Reason on Significant Changes.
Grade Promotion was done two weeks ago, how should the client correct this before doing End Of Year - Formation Remove/Advance?
Use Students>Processes>Grade Promotion to promote backwards.
How would a client add sacrament fees that will be paid monthly to families? The fee amount is determined by the number of students they have in the family. 1 student equals $25/mth, 2 students equal $40/mth, etc....
Tuition&Fees>QP>Terms and Rates Entry>Auto Updating Method>Addl Sel Fam Num Children is equal to 1>Assign the same terms and rate>Enter Fund Info
After a ministry partner chooses to track Student Progress using marks, the program then uses those marks to determine if the student passed or failed their session. T/F
False
Name the 4 latest videos added to our Client Portal.
PDS News>New User Training, Add Custom Fields in Listings, Emailing Setup and Overview, Constant Contact Setup
This information can be found in student permanent records..
1. Formation Grade, Session Name, Catechist Name, Attendance Totals, Pass/Fail Status, Session Progress Marks
2. Formation Grade, School Grade, Session Name, Catechist Name, Service/Retreat History
3. Formation, Grade, School Grade, Session Name, Catechist Name, Health Remarks, Pass/Fail Status
1
Name 2 methods available to use if a client would like to receive payments when families fill out their online registration form.
Payments processed through Vanco, or they can use the automatically redirect option to link the family to a different payment processor.
Sarah's parents are divorced and they would like to split next year's tuition. What is the best way to set this up in Formation if Sarah is only listed under her mother's family?
Tuition & Fees>Billing Address>enter the father's information and bill him for 6 months of the school year.
What process shows users duplicate sacrament places, phone types in use, email types in use, and fund information?
File>Test/Fix/Clean Up Data>Clean Up Data
Which order is correct?
1. Add New Year/Period for Classes/Sessions > Automatic Class/Session Promotion > End of Year - Formation Remove/Advance > Grade Promotion
2. Add New Year/Period for Classes/Sessions > Grade Promotion > End of Year - Formation Remove/Advance > Delete Classes/Sessions
3. Add New Year/Period for Classes/Sessions > End of Year Remove/Advance > Automatic Class/Session Promotion > Delete Classes/Sessions
4. Add New Year/Period for Classes/Sessions > Delete Classes Sessions> End of Year -Formation Remove Advance > Automatic Class/Session Promotion
3
What report can you run to see the available seating in each class?
Class Schedules>Reports>Listing Reports>Class/Session Enrollment Totals