Questions by Category

CU PolicyPro Frequently Asked Questions

[FAQs Home] [Ask A Question]
  [Advanced Search]
General
Are there any guarantees of regulatory compliance?
Our content team diligently monitors changes in laws and regulations and applies...    [Read More]
Can I use CU PolicyPro to keep track of my procedures?
Many credit unions use CU PolicyPro to manage their procedures. ...    [Read More]
Can I use CU PolicyPro to send board packets securely to our directors?
Yes, you can use CU PolicyPro to distribute board packets to their board,...    [Read More]
Do you have any suggestions for getting started?
The easiest first step is to take the New User Training course. CU PolicyPro...    [Read More]
Do you provide a Vendor Due Diligence Package?
Yes. To request a Vendor Information Package from CUSG, please email the request...    [Read More]
How can I tell if a policy in my CU Policies Manual is out of date?
The customized policy in your CU Policies manual may be out of date if: The...    [Read More]
How do I add content to folders on the home page (Employee and Manager Access folders)?
Adding Items to the Published Policies - Manager Access or Published Policies...    [Read More]
How do I delete a policy (or policies) from the CU Policies Manual?
A policy can be deleted one of two ways:  At the individual policy level,...    [Read More]
How do I get the monthly newsletters and other updates?
Contacts on the CU PolicyPro distribution list will receive information on training,...    [Read More]
How often should a credit union’s policies be reviewed by the Board?
Based on guidance from the NCUA’s Examination Manual, in the section...    [Read More]
How would I give access to our Board?
Many credit unions either give the board "employee" level access,...    [Read More]
I am an admin level user, but I can't change my own access level. Why not?
The only thing you can’t do as an admin in the system is to change your...    [Read More]
I created a new folder in storage but why doesn’t it show on my home page?
Unfortunately, the storage area doesn’t function to allow additionally...    [Read More]
I had a logo in the system, and I have uploaded a new logo, but the old logo is still showing. How can I fix this?
If you have uploaded a new logo but are still seeing the old logo, it is likely...    [Read More]
I have opened the Redlined version of the updates in the library but I don't see any redlined or crossed out wording in the document. What's wrong?
Some of the newer versions of Word version do not open the redline version by...    [Read More]
In the model policies, what is the difference between published date, revised date, and reviewed date?
A published date indicates the date that a policy was first created and added...    [Read More]
Is there a way to link documents to a specific policy?
No, unfortunately there isn’t a way to connect an uploaded document to...    [Read More]
Is there any warning if two people are editing the same policy at the same time?
While this is rare, there is nothing that alerts or prevents two users from...    [Read More]
Is there anything in CU PolicyPro that I can use to track when our board needs to review our policies?
There is a user defined date field available for “Board Approved Date”...    [Read More]
Our credit union name has changed. What do we need to do?
If your credit union name has changed, please send an email to policysupport@cusolutionsgroup.com...    [Read More]
Some policies include numbered within brackets, such as [[2110-1]]. What do these mean and what are we supposed to do with them?
CU PolicyPro model policy content includes a series of Key Fields to assist...    [Read More]
We have several CU PolicyPro users but only two of us are receiving the monthly newsletter. Why is that and how can we get all of our users on the distribution list?
When a new CU PolicyPro implementation is set up, the primary admin is added...    [Read More]
What do I do if I’ve forgotten my password or my login does not work?
There is a “forgotten password” link on the login page of CU PolicyPro. Enter...    [Read More]
What is the best way to keep track of customized content?
The easiest way to keep track of customized content in CU PolicyPro is to...    [Read More]
What is the difference between a “Mandatory” policy and a “Compliance Mandatory" policy?
If a policy is “Mandatory”, there is a requirement for the credit...    [Read More]
What is the link to the CU PolicyPro Login?
To login to CU PolicyPro, please visit http://policypro.leagueinfosight.com. If...    [Read More]
What is the Primary Admin?
The “Primary Admin” is not really an access level per se, but a...    [Read More]
What polices are required by Federal regulation?
There are several policies that are specifically mentioned or required by regulation...    [Read More]
What resources are available to help me learn to use my manual?
We have multiple resources to help you get the most from your manual. ...    [Read More]
When a new policy is created or updated, and the Update Overview states “ Recommended,” who is recommending it and why are they recommending it?
The “recommended” designation means there is no law or regulation...    [Read More]
When the NCUA issues a new ruling, why doesn’t an update to the policy appear immediately in CU PolicyPro?
The CU PolicyPro policies are updated once per quarter. The exact release date...    [Read More]
Why can’t I open the folders on the home page (the Manager Manuals and Resources and Employee Manuals and Resources)?
These are not folders per se, but labels. The Employee Manuals and Employee...    [Read More]