POLICY & PROCEDURE INTEGRATION for Custom Plan subscribers

If your bank has subscribed to the Custom Plan, you can add your bank specific policies/procedures to select courses. 

For a detailed listing of the courses included, please visit our website https://www.icba.org/education/online-training-center/bank-wide-online-training-full-library and click on the link “View Available Courses to Insert Policies/Procedures” in the Custom Plan description. 

From the Administration tab, select the Upload and Manage Policies link:

Each of the available courses is listed within the table. If your bank does not have a policy for a specific course title you do not have to upload a policy. When the employee clicks the link within the course they will be presented with a generic message. If you do have a policy that you want to include, click on the cloud icon , browse to and upload the policy. Once a policy has been added to the system you can use the preview icon to view it, or the delete icon to remove it.

Note: 

• Some “Names”/course titles may be listed twice with different “ID” names. This means that there is more than one place within the course that a policy or procedure may be uploaded. The “ID” title may help you determine which policy/procedure you want to upload, however, we suggest you enroll yourself in the course to review the content to be certain. 
• If you see a “Name”/course title that says “:All Courses” this means that the policy/procedure you upload will be included in a number of related courses. If you bank has more than one policy/procedure that it would like to include in the course, you must combine the documents into one PDF.