CU PolicyPro – Policy Maintenance

June 15, 2021 | 2:00 pm to 3:00 pm
Free Webinar
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Event Information

Ready to take the next step in managing your policies? The training session focuses on the auditing tools available in CU PolicyPro that can be used to help audit and maintain your policies. Covered in this session are best practices for using auditing notes effectively, tracking changes in policy text, setting up notifications to alert users of policy changes, viewing the activity log, and understanding the available date fields. We will also be reviewing the quarterly content update process and answer the question, “What does my credit union need to do when the model policies are updated?” We will also review best practices reviewing the policy updates and incorporating changes into your own policies, and provide tips for documenting the updates for auditing purposes.  Please note: this session does assume that users have experience with editing policies within the CU PolicyPro system.

Mary Ann Koelzer, Technology Products Manager with CU Solutions Group, will be the speaker for this webinar.