The easiest way to keep track of customized content in CU PolicyPro is to use the Editor’s Notes below the content.

Each policy has Editor Notes available directly beneath the content. These notes appear only on the editing screen of the individual policy or in the “Policy Notes Report.”  Editor notes can be used to document what has been customized for a particular policy, or to document who made certain updates or changes to a policy.  Credit unions often use this documentation to determine how much custom content is included in any given policy versus the use of the model content.

1. To add an Editor Note, type in your comment in the “Editor Note” field.
    
2. Save the policy.

Tip: The Date and User Name will automatically be included with the Note, so it is not necessary to include this in the Note content.

CU PolicyPro also allows you to track changes if you want to highlight what is being changed in a policy.

For more information on Editor Notes, watch Segment 6 of New User Training.  For more information on the Track Changes Redline function, watch Segment 4 of New User Training.

If you have any additional questions or need further assistance, please contact the support team at policysupport@cusolutionsgroup.com