CU PolicyPro auditing tools

Published by: Kim Connor

May 4, 2022 | Compliance, Member Benefits

Did you know CU PolicyPro has a variety of auditing tools to help you stay on top of changes and ensure your policies are up to date? Policy administrators can track changes, add editor notes, and view the CU policies reports. Archiving, publishing, and assignments can be used separately or in combination to help you document changes and keep staff on task and engaged. Based on credit union member feedback, you now have expanded capabilities in assignments to provide more flexibility. For example, you can now assign published manuals or uploaded documents and appoint multiple items and/or multiple users as part of one assignment.

Contact Director of Member Success and Communications, Christy Clark, for more information or additional questions.

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