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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.
Live training will be available on a quarterly basis, with the next session coming up in January.
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- "Do Not Publish" function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
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