Below are the training topics you need to manage an organization hierarchy in OTCnet and view reports. Click Expand All to view all resources for your role, or click the arrow next to a module to view the lesson(s) and resources. You can choose to view Web Based Training (WBT) modules, certificates are assigned for critical tasks and are noted by the certificate icon 
. You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training.
| 1.1 OTCnet Overview | PJA | Video |
|---|---|---|
| OTCnet Overview |
| 2.1 Start and Stop the OTCnet Local Bridge (OLB) Application |
PJA | Video |
|---|---|---|
| Start and Stop the OTCnet Local Bridge (OLB) Application |  |
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| 2.2 Request Your OTCnet Access |
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| Self-Register/Create an Account in SailPoint IIQ | |
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| Request Your OTCnet Access in SailPoint IIQ | |
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| 2.3 Log In to OTCnet Online |
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| Log In to OTCnet Online | |
| 4.1 Manage an Organization Hierarchy |
PJA | Video |
|---|---|---|
| Create an OTC Endpoint | |
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| Delete or Neutralize an OTC Endpoint | |
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| Modify OTC Endpoint Information | |
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| View an OTC Endpoint | |
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| 4.2 Manage an Accounting Code |
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| Enter an Accounting Code | |
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| Modify an Accounting Code | |
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| Delete an Accounting Code | |
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| Import an Accounting Code | |
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| View Accounting Codes | |
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| Map Accounting Codes to OTC Endpoints | |
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| 4.3 Manage a Custom Field Label |
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| Modify a Custom Label | |
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| View a Custom Label | |
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| 4.4 Manage a Processing Option |
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| Modify a Processing Option | |
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| View a Processing Option | |
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| 4.5 Modify a User Defined Field |
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| Create a User Defined Field | |
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| Modify a User Defined Field | |
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| Delete a User Defined Field | |
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| View a User Defined Field | |
| 17.1 View a Business Report | PJA | Video |
|---|---|---|
| View Buisness Reports: Adjustment Activity (FI) | |
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| View Business Reports: Adjustments by OTC Endpoint | |
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| View Business Reports: Daily Voucher Report | |
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| View Business Reports: Deposit Activity (FI) | |
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| View Business Reports: Deposits by Accounting Code | |
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| View Business Reports: Deposits by OTC Endpoint | |
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| View Business Reports: Deposit History by Status | |
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| View Business Reports: Non-Reporting OTC Endpoints | |
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| View Business Reports: Processing Options by OTC Endpoints | |