Training Module Topics
Click a lesson link to review a Web-Based Training lesson. You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training. Click OTCnet Participant User Guides to view these additional training resources.
Getting Started
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Start and Stop the OTCnet Local Bridge (OLB) Application | pja_start_stop_olb.pdf (30.63 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Self-Register/Create an Account in SailPoint IIQ | pja_self_reg_sail_point.pdf (46.01 KB) | |
| Request Your OTCnet Access in SailPoint IIQ | pja_req_your_access_sail_point.pdf (213.52 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Log In to OTCnet Online | pja_login_to_OTCnet_online.pdf (182.47 KB) |
Administration/Configuration
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Modify a Processing Option | pja_modify_po.pdf (166.2 KB) | |
| View a Processing Option | pja_view_po.pdf (97.96 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Search an Audit Log Online | pja_search_audit_log_0.pdf (196.44 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Create Check Capture Override and Online Authentication Password | pja_create_cc_override_&_online_auth_passwd.pdf (200.69 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Create the OTCnet Local Bridge (OLB) Profile | pja_create_olb_profile.pdf (198.02 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Import OTCnet Local Bridge (OLB) Credentials | pja_import_olb_credentials.pdf (83.76 KB) | Video |
Check Processing Online
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Capture a Check Online | pja_cap_a_check.pdf (148.82 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Correct a Magnetic Ink Character Recognition (MICR) Line | pja_correct_micr_line.pdf (51.46 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Resolve a Duplicate Check | pja_resolve_dupck.pdf (175.95 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| View and Print a Batch List Report | pja_vw_prt_batlist.pdf (148.39 KB) | |
| View and Print an Item Detail Report | pja_vw_prt_bat_item.pdf (167.25 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Perform Batch Control on Batch Create | pja_batcntrl_bat_create.pdf (20.51 KB) | |
| Perform Batch Control on Batch Close | pja_batcntrl_bat_close.pdf (77.65 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Summary Level Classification | pja_summary_level_class.pdf (72.67 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Close a Single or Multiple Batch(es) | pja_close_singbat_or_multibat_online.pdf (59.28 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Edit a Batch | pja_edit_a_bat.pdf (101.52 KB) | Video |
| Edit a Check Item | pja_edit_a_check.pdf (287.2 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Print a Receipt in Single Mode or Batch Mode | pja_print_receipt_singbatmode.pdf (84.8 KB) | |
| Print a Receipt in Batch Management | pja_print_receipt_batman.pdf (110.04 KB) | |
| Print a Receipt Using Show Item | pja_print_receipt_showitem.pdf (93.96 KB) |