Below are the training topics you need to manage users in ISIM and view reports in OTCnet. 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 | |
| 5.1 View a Financial Institution | PJA | Video |
|---|---|---|
| View a Financial Institution | |
| 10.1 Search for a Deposit |
PJA | Video |
|---|---|---|
| Search for a Deposit | |
|
| Download Search Results for a Deposit | |
| 11.1 View a Deposit |
PJA | Video |
|---|---|---|
| View a Deposit | |
| 12.1 Search for and View an Adjustment |
PJA | Video |
|---|---|---|
| Search for and View an Adjustment | |
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| Download Search Adjustment Results for a Deposit | |
| 15.1 Confirm a Deposit |
PJA | Video |
|---|---|---|
| Confirm a Single Deposit | |
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| Confirm Multiple Deposits | |
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| Reject a Deposit | |
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| 15.2 Create a Credit/Debit Adjustment | ||
| Create a Credit/Debit Adjustment | |
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| 16.1 Create a Returned Item Adjustment | PJA | Video |
|---|---|---|
| Create a Returned Item Adjustment for US Currency | |
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| Create a Returned Item Adjustment for a Foreign Check Item | |
| 17.1 View a Business Report | PJA | Video |
|---|---|---|
| View Business 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 | |
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| 17.3 View an Administration Report | ||
| View Administrative Reports: CIR File Status | |
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| View Administration Reports: View Vouchers Completed | |
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| View Administrative Reports: Vouchers in Progress | |
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| 17.4 View Historical Reports | ||
| Deposit Historical Report | |
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| Adjustment Historical Report | |
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| View Previously Generated Historical Reports | |