Yes, many credit unions use CU PolicyPro to manage their procedures.

The CU Policies area has the flexibility to organize content in hierarchical tiers, such as chapter, policy, and procedure. This allows for a more organized and structured approach to managing your content. The “Content Label” field allows you to specify the content type contained in each section (for instance Policy, Procedure, Appendix, etc)

 The most common way of of incorporating procedures is to include them as a sub-section(s) under the overarching policy.

Alternate suggestions for adding procedures:

1. Upload procedure documents to the “Resources” folder of the Files management system.  
    
2. Create a new chapter for sets of procedures.
    

Yes!

Create a subfolder specifically for board documents under the “Resources” folder in the Files area. Adjust the subfolder’s roles so that only board members (whatever user role(s) you use for board members) can access the folder and its contents. Then, upload your board packets/documents inside the subfolder. Members assigned to the role you chose will see this folder and its contents on the Resources page of the system.

Review the user guides for detailed instruction on uploading and securing documents for and assigning roles to users.

Our recommendation is to use the Revised Date for documenting changes made to your content, the Reviewed Date to document your internal review (even if no changes are made), and Board Approved Date to document the Board's review of the policy (even if no changes are made). Board members are expected to review "major" policies on an annual basis, so your examiners will be looking specifically for the Board Approved Date, which should coincide with your documented meeting minutes.

If a policy is “Mandatory,” there is a requirement for the credit union to have a written policy to follow for that topic.

If a policy is “Compliance Mandatory,” the credit union is not required to have a written policy, but are required to follow whatever any laws/regulations for that particular topic. Compliance Mandatory policies are provided to help credit unions understand what is required by the law/regulation. The requirements written in a policy format that is familiar to credit unions.