Below are the training topics you need to manage an organization hierarchy, configure a check capture terminal, view an audit log, download firmware 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 a New Accounting Code | |
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| Modify an Accounting Code | |
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| Delete an Accounting Code | |
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| Import Accounting Codes | |
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| View Accounting Codes | |
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| Map Accounting Codes to OTC Endpoints | |
| 7.1 Terminal Configuration |
PJA | Video |
|---|---|---|
| Configure a Check Capture Terminal Online | |
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| View Terminal Configuration | |
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| 7.2 Manage an Audit Log Online |
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| Search an Audit Log Online | |
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| 7.3 Download and Install Firmware |
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| Download Firmware | |
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| Install Firmware | |
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| 7.4 Create Check Capture Override and Online Authentication Password |
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| Create Check Capture Override and Online Authentication Password | |
| 8.1 Download, Install, and Upgrade the OTCnet Local Bridge (OLB) Application |
PJA | Video |
|---|---|---|
| Download the OLB Application | |
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| Install the OLB Certificate | |
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| Install the OLB Application | |
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| Upgrade the OLB Application | |
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| 8.2 Create the OTCnet Local Bridge (OLB) Profile |
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| Create the OLB Profile | |
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| 8.3 Import OTCnet Local Bridge (OLB) Credentials |
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| Import OLB Credentials | |
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| 19.1 View a Check Processing Report |
PJA | Video |
|---|---|---|
| CIRA CSV Report | |
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| Check Image Report | |
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| Agency CIRA Report | |
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| LVD Contents Report | |
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| Organization Hierarchy Report | |
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| 215 Deposit Ticket Report | |
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| 5515 Debit Voucher Report | |
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| ACR Activity Report | |
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| 19.3 View Scheduled Reports |
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| CIRA CSV Historical Report | |
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| View Previously Generated Reports | |