Keep it compliant

Published by: Christy Clark

June 1, 2022 | Compliance, Member Benefits

Compliance can be time-consuming, which is why your team at CU PolicyPro made changes to the software to save you time. These enhancements were the direct result of your feedback.

Assignments Updates

  • Assignments can now be made for published manuals and uploaded documents
  • Multiple items (policies, published manuals, or documents) can be selected as part of one assignment
  • Multiple users can be selected as part of one assignment
  • The assignment “notes” are now available to view on a user’s assignment dashboard

Multi-Delete Option

In the Multi-Policy Functions tab, a new option for Delete Policies has been added.

New Structure and Numbering Options

To provide greater flexibility in structuring your CU Policies, you can now create multiple levels of content, rather than the previous two-level structure (Chapter > Policy). You can also number the content using alpha, numeric, dashes, and periods. For instance, 1001-1, 1001A, 1001.32, R2D2, etc.

Content Labels

Another new feature is the addition of a Content Label, which allows you to determine how any section will be named. Instead of being limited to the Chapter and Policy labels, you can now choose your labels such as Procedure, Appendix, Methodology, etc. You can also choose to have no label. To help you easily update your label preferences, there is a new Multi-Policy Function where you can choose multiple sections and update the content label all at one time.

CU PolicyPro is a member benefit to support your credit union in keeping current compliance policies. For additional questions, contact Director, Member Success and Communications, Christy Clark.

Contact Christy Clark for questions or assistance.

Christy Clark
Christy Clark Director, Member Success and Communications E: cclark@ohiocul.org
Contact Us

Other Movement News

Government Affairs

Election night success for credit unions; see how the midterms impact your credit union

Thanks to your generous support throughout the 2021-2022 elections, the Ohio Movement engaged with 122 decision-makers and invested more than $570,000 in state and federal legislative champions. Your partnership led […]
Regulatory

Year end snapshot: State and federal credit union priorities

Just like your credit union, the League is hard at work ensuring a successful year end and is focused on promoting and protecting credit union interests at the Statehouse and in Congress. Here are the League’s top issues as legislators wrap up their sessions: House Bill 116, the Ohio Computer Crimes Act, would close a legal loophole that bad actors can exploit to access sensitive data and information without penalty.
Member Benefits

Tips to keep your members safe this holiday season

Help your members stay financially safe during the holiday season by downloading helpful tips in December’s Monthly Marketing Toolkit, a complimentary resource as part of your League membership.