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.

Answer: This usually happens when text is copied from a Word document with tracked changes. Although the text appears fine in the editor, the underlying code is retained from Word and becomes visible when printed.

To FIX this issue, highlight the affected text in the editor and click the Remove Formatting tool. Then save and re-print or re-publish your content.

To PREVENT this issue, accept all tracked changes in Word before copying. Alternatively, you can use CTRL + SHIFT + V to paste in the editor as plain text. Both options ensure that Word’s redline formatting is not carried into the system.

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.

To find a redlined document for a particular policy, View the model content or go to the editing screen of the associated content in CU Policies or CU BCP. All redlined documents from the past three years for each content section will be linked in the “Model Content Updates” section below the content editor.

To find a redlined document from a particular update, go to the “Content Update Archives” folder on the Resources page for the specific product, then open the folder titled with the month and year of the desired update. If you are looking for an update that is older than those listed, please contact our support team at 360support@infosight360.com.

The content for both CU PolicyPro and RecoveryPro is written from a federal perspective, so topics that fall under state law are not addressed. Because the laws between states vary so widely, it would be very difficult to write model content that would be meaningful. We recommend checking with your state league/association on state-specific topics.

In addition, CU PolicyPro content typically covers Operational topics. Certain areas such as Human Resources or Board Governance are important and may be touched on within the model content, but we are not generally writing content that cover these areas.

There may be other content your credit union needs that is not found in CU PolicyPro or RecoveryPro. Please feel free to request this content to be added. While we cannot guarantee to write content on any given topic, we do review all requests and fulfill as many as we can.