Revamping the CU*BASE Menu System

Chef:  Dawn Moore

Release Information

The CU*BASE menu system is being replaced by an entirely new way to navigate your CU*BASE tools!  The 17.03 release was deployed to online CU*Answers, CU*NorthWest, and CU*South clients on March 19, 2017 and to CU*Answers self processors March 20-21.

Beta Test Update

A big THANK YOU to our wonderful beta-test participants!

  • CU*Answers clients: Element FCU, Glacier Hills CU, and MidUSA CU
  • CU*South clients: Alabama Law Enforcement CU and Aneca FCU

Review the mid-beta feedback forms

Review the final beta feedback forms

Watch a recording of one of the training sessions

View the recording

See the New Navigation in Action!

Watch this video to get a quick tour of the new navigation

Watch this video to learn how to find tools in the new navigation

Watch this video to get an overview of button bars on the new CU*BASE home page

Watch this video to learn about toolset controls on the new CU*BASE home page

Watch this video to learn about CU*BASE Favorites and Tool Numbers

Watch this video to learn about the Tool Info window

Watch this video to learn about how to use the Preferences feature

Watch this video to learn how to use Shortcuts

Watch this video to learn about Filters and using the Search features

See What CU*Answers Staff Have to Say about the New Navigation!

Download a slide presentation on the new navigation (PPTX)

Download a slide presentation on the new navigation (PDF)

10 ways to be a cheerleader for the new navigation

Cross Reference Tools

If you’d like to look up the new Tool #s for your favorite features, try using this:
Cross-Reference Guide: Old Menu Option to New Tool # (Excel worksheet) UPDATED MAR 10

To see pictures of the old menus, try this help topic:
Online Help Topic: Old CU*BASE Menus

To see pictures of the old menus with the equivalent new Category groupings, try this:
Cross-Reference Guide: MNXXX to Category (PDF)

To view which tools are recommended under the new Job Classification codes feature, check out this worksheet:
Cross-Reference Guide: Recommended Tools Assignments by Job Classification UPDATED MAR 31

Other Reference Materials

Print a brochure introducing key features on the new Home Page (PDF)

FAQs

Q: I noticed that when you log in using the new Nav software you have to enter your CU*BASE employee ID and password right away. Is that instead of the user ID we log in with now? 

Q: If I don’t want my staff to use Auto-security, how do I control that in the new navigation?

Q: If I want to give someone else access to my PC so they can take over my teller workstation for the rest of the day, can I just turn off auto-security and have them reactivate it themselves, or do I have to log off?

Q: What happens to the old shortcuts, like MNSERV and MNGELE?

Q: If I use one of the old MNXXXX shortcuts, will the tools be in the same order as they appear on that menu now?

Q: What about the old speed sequences like OPEN and TELLER?

Q: I use the “Search for” feature a lot on the existing menus. How is that changing?

Q: I’m a security officer and find it a challenge to keep my settings updated when the menu options are changing with every release.  Will this change make that any easier?

Q:  I have a Custom Training Environment (CTE).  Can I get the new navigation on my CTE before it gets implemented on my live files?  

Q:  Why are some of the Tool numbers grayed out?    

Q:  What can I use to help narrow down my search for a specific tool?   

Q:  Can you give me an overview of why you decided to replace the old CU*BASE menu system with new navigation?

Updated
March 31, 2017

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