Getting Started Quick Guide
All About Policies (Recorded 5/26/2021)
The training session will focus specifically on the tools used to manage policies within CU PolicyPro. Learn how to add model policies to your CU Policies Manual and how to customize the model policies for your credit union's individual operations. We will also cover how to define key fields, best practices for formatting, and how to publish policies to share with your staff, board members, and examiners. This is a great workshop for users new to the policy management system or those who need a refresher on adding and editing policies in CU PolicyPro.