CU PolicyPro New User Training

Welcome to CU PolicyPro Online Training!  These video segments are a recorded version of new user training.  You can watch each segment sequentially for a full training, or pick and choose the segments that interest you.

Please note: The training videos playback system is currently not compatible with mobile phones or tablet devices. 

To view any of these recordings:

1. Click the link for the segment you wish to view. 
    
2. You may be asked to download a small plug in to view the recording.
    
3. When viewing the video, you can double click the video image for a larger view of the presentation.
    

Segment 1 - Introduction & Getting Started
Recommended for all users  (7 minutes)

• Logging into the manual
• Navigating the home page
• Folders on the home page
• The Support Site

Segment 2 - Policies Overview, Adding and Deleting Policies
Recommended for all users with access to Policies (19 minutes)

• Accessing Policies
• Important definitons and system terminology
• Navigating policies
• Switching between manuals
• Adding Model Policies to the CU Policies manual (starts at 4:28)
• Adding unique policies to the CU Policies manual (starts at 9:48)
• Printing a policy (starts at 12:47)
• Deleting policies (starts at 16:46)

Segment 3 - Editing Basics
Recommended for any users who will be editing policies (20 minutes)

• General content editor information
• Basic editing and formatting
• Toolbar overview and walk through
• Saving, previewing and printing your work (starts at 15:01)
• Understanding and using the Model Policy Revised Date when editing (starts at 16:59)

Segment 4 - Formatting Numbered Lists & Tracking Changes
Recommended for any users who will be editing policies (16 minutes)

• Formatting Numbered Lists
• Tracking Changes (starts at 8:50)

New Video! Segment 5 -  Paste From Word
Recommended for users who will be editing policies and would like to move content from Word into CU PolicyPro. (10 minutes)

• Best practices for pasting content from Word to CU PolicyPro

Segment 6 - Adding Footnotes, Editor Notes and Key Fields
Recommended for any users who will be editing policies (15 minutes)

• Adding Footnotes to a Policy
• Using Editor Notes (starts at 3:25)
• Understanding and editing Key Fields (starts at 9:25)

New Video  - Segment 7 - Tables
Recommended for users who will be editing policies and would like to add a table into the content. (7 minutes)

• Creating a new table

• Adding and deleting rows and columns (starts at 2:51)

• Adjusting column size on a table (starts at 3:38)

• Adding tables within a numbered list (starts at 6:15)

Segment 8 - The Publishing Process  
Recommended for any users who will be editing policies (27 minutes)

• The "Publishing" setting
• Publishing Options
• Viewing and Printing the Published Manual
• Posting the Published Manual on the home page
• Deleting Published Manuals
• Set Default Print Font
• Printing Tips (starts at 22:11)

Segment 9 - The Archive and The CU Policies Report
Recommended for any users who will be editing policies (7 minutes)

• Adding policies to the Archive
• Viewing policies in Archive
• Restoring from Archive
• Deleting from Archive
• Overview of the CU Policies Report (starts at 4:00)

Segment 10 - Resources and CU Documents
Recommended for all Admin users and any user with access to Resources or CU Documents (5 minutes)

• The Resources Area and overview of Newsletters, Tools and Updates
• Adding documents to the CU Documents Area (starts at 8:05)
• Posting documents to the Home Page

Segment 11 - Administration
Recommended for all users with Admin level access (10 minutes)

• Adding a welcome message to the home page
• Creating and managing users
• Creating and managing access levels
• Changing the credit union name
• Uploading a corporate logo