CU PolicyPro Video Training

Welcome to CU PolicyPro Online Training! These video segments will walk you through new user training, as well as some advanced user functions. You can watch each segment sequentially for a full training, or pick and choose the segments that interest you.

Note: All videos will open in a new window.  Please make sure your pop-up blocker allows pop-ups from this site.

Segment 1 - Introduction (2 minutes, 27 seconds)

• Logging into the manual
• Navigating the home page

Segment 2 - Working Manual Basics (5 minutes, 35 seconds)

• Opening your working manual
• Navigation within the manual
• Toolbar functions
• Basic editing and formatting
• Saving and previewing your work

Segment 3 - Numbered Lists and Key Fields (5 minutes, 56 seconds)

• Formatting numbered lists
• Editing Key Fields
• Key Fields database
• Key Fields report

Segment 4 - Managing Your Policies (8 minutes, 8 seconds)

• Copying sections to the archive
• Retreiving sections from the archive
• Adding sections
• Removing sections
• Copying sections from the Master

Segment 5 - Publishing Your Manual (8 minutes, 15 seconds)

• Publishing your manual
• Managing published manuals
• "Do Not Publish" function
• Creating Mini-Manuals

Segment 6 - Library and Storage (6 minutes, 5 seconds)

• The Library
• The Storage area

Segment 7 - Administration (7 minutes, 3 seconds)

• Adding a welcome message to the home page
• Adding a disclosure statement to the published manual
• Creating and managing users
• Creating and managing access levels