Welcome to CU PolicyPro Online Training!

The following videos cover the steps for updating your Working Manual content with the updated model policy content in the Master Manual.  Please note that this video was recorded using content from the January 2013 update - you may need to look in a different update folder in the Library to view the updates for the current update; however, the overall process is the same regardless of which update you are working on.

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Segment 1 - The Content Update Process
(22 minutes)

This video covers the process of reviewing the contnet update documentation and gives recommendations on how to incorporate the updates into your own manual.  It is recommended to watch the entire video if your credit union is new to the update process.

Segment 2 - Extended Training 
(11 minutes)

This video is extended training of how to manually insert updated information into an existing policy.  This is an extended look at information covered in Segment 1.