Training Module Topics

Below are the training topics you need to view deposits, reports and financial institutions and search adjustments 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.

GETTING STARTED

MODULE 1: OTCNET OVERVIEW

1.1 OTCnet Overview	PJA	Video
OTCnet Overview

MODULE 2: ACCESSING OTCnet

2.1 Start and Stop the OTCnet Local Bridge (OLB) Application	PJA	Video
Start and Stop the OTCnet Local Bridge (OLB) Application
2.2 Request Your OTCnet Access
Self-Register/Create an Account in SailPoint IIQ
Request Your OTCnet Access in SailPoint IIQ
2.3 Log In to OTCnet Online
Log In to OTCnet Online

ADMINISTRATION/CONFIGURATION

MODULE 5: VIEWING FINANCIAL INSTITUTIONS

5.1 View a Financial Institution	PJA	Video
View a Financial Institution

DEPOSIT PROCESSING

MODULE 10: SEARCHING DEPOSITS

10.1 Search for a Deposit	PJA	Video
Search for a Deposit
Download Search Results for a Deposit

MODULE 11: VIEWING DEPOSITS

11.1 View a Deposit	PJA	Video
View a Deposit

MODULE 12: SEARCHING ADJUSTMENTS

12.1 Search for and View an Adjustment	PJA	Video
Search for and View an Adjustment
Download Search Adjustment Results for a Deposit

MODULE 17: VIEWING DEPOSIT PROCESSING AND HISTORICAL REPORTS

17.3 View an Administration Report	PJA	Video
View Administrative Reports: CIR File Status
View Administration Reports: View Vouchers Completed
View Administrative Reports: Vouchers in Progress
17.4 View Historical Reports
Deposit Historical Report
Adjustment Historical Report
View Previously Generated Historical Reports