Many credit unions use CU PolicyPro to manage their procedures.  Here are the two most common ways credit unions incorporate procedures into CU PolicyPro:

1. Upload procedure documents to the system through the CU Documents area and post them on the home page.  This often works very well and is easy because you don’t have to do anything special to the existing procedure documents.  However, if you have many separate documents for procedures, it can be hard to post them all on the home page.  Also, remember if the source document is updated, you have to re-upload it to the system, or users accessing the system may be using out of date information.
    
2. Create a new chapter for sets of procedures.  A new chapter can be added by creating a new chapter folder (something divisible by 1000, like 12000, 13000, etc).  Some credit unions try to align it by adding 20,000 to the policy number (so the Policy for Auto Loans would be 7205, and the Procedure would be 27205).  You can’t use +10000  because 10000 and 11000 are already in use.  This method allows you to have a some correlation between where to find the policy and the related procedure, and by putting procedures in their own chapter folder, publishing is really easy – you can publish procedure manuals, or put the related policies and procedures together in one published manual, but the two are still distinct and separate from each other.

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