Other FAQ Categories
Frequently Asked General System Questions
General
- What do I do if I’ve forgotten my password or my login does not work?
- What is the difference between a “Mandatory” policy and a “Compliance Mandatory" policy?
- Do you provide a Vendor Due Diligence Package?
- When a new policy is created or updated, and the Update Overview states “ Recommended,” who is recommending it and why are they recommending it?
- Are there any guarantees of regulatory compliance?
- Can I use CU PolicyPro to send board packets securely to our directors?
- I am an admin level user, but I can't change my own access level. Why not?
- I created a new folder in storage but why doesn’t it show on my home page?
- When the NCUA issues a new ruling, why doesn’t an update to the policy appear immediately in CU PolicyPro?
- Is there any warning if two people are editing the same policy at the same time?
- What is the link to the CU PolicyPro Login?
- 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?
- How do I get the monthly newsletters and other updates?
- What resources are available to help me learn to use my manual?
- Why can’t I open the folders on the home page (the Manager Manuals and Resources and Employee Manuals and Resources)?
- Some policies include numbered within brackets, such as [[2110-1]]. What do these mean and what are we supposed to do with them?
- How often should a credit union’s policies be reviewed by the Board?
- In the model policies, what is the difference between published date, revised date, and reviewed date?
- What polices are required by Federal regulation?
- What is the Primary Admin?
- 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?
- Do you have any suggestions for getting started?
- Is there anything in CU PolicyPro that I can use to track when our board needs to review our policies?
- Is there a way to link documents to a specific policy?
- How do I delete a policy (or policies) from the CU Policies Manual?
- Our credit union name has changed. What do we need to do?
- How do I add content to folders on the home page (Employee and Manager Access folders)?
- How would I give access to our Board?
- How can I tell if a policy in my CU Policies Manual is out of date?
- What is the best way to keep track of customized content?
- 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?
- Can I use CU PolicyPro to keep track of my procedures?