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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


Lesson 1: OTCnet Overview
Module 1, Lesson 1
Resource PJA OTCnet Resource Video


Lesson 1: Start and Stop the OTCnet Local Bridge (OLB) Application
Module 2, Lesson 1
Resource PJA OTCnet Resource Video
Start and Stop the OTCnet Local Bridge (OLB) Application pja_start_stop_olb.pdf (30.63 KB) Video

Lesson 2: Request Your OTCnet Access
Module 2, Lesson 2
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

Lesson 3: Log In to OTCnet Online
Module 2, Lesson 3
Resource PJA OTCnet Resource Video
Log In to OTCnet Online pja_login_to_OTCnet_online.pdf (182.47 KB)

Administration/Configuration


Lesson 2: Manage an Audit Log Online
Module 6, Lesson 2
Resource PJA OTCnet Resource Video
Search an Audit Log Online pja_search_audit_log.pdf (196.44 KB)


Lesson 2: Create the OTCnet Local Bridge (OLB) Profile
Module 8, Lesson 2
Resource PJA OTCnet Resource Video
Create the OTCnet Local Bridge (OLB) Profile pja_create_olb_profile.pdf (198.02 KB) Video

Lesson 3: Import OTCnet Local Bridge (OLB) Credentials
Module 8, Lesson 3
Resource PJA OTCnet Resource Video
Import OTCnet Local Bridge (OLB) Credentials pja_import_olb_credentials.pdf (83.76 KB) Video

Check Processing Online


Lesson 1: Capture a Check Online
Module 18, Lesson 1
Resource PJA OTCnet Resource Video
Capture a Check Online pja_cap_a_check.pdf (148.82 KB) Video

Lesson 3: Resolve a Duplicate Check
Module 18, Lesson 3
Resource PJA OTCnet Resource Video
Resolve a Duplicate Check pja_resolve_dupck.pdf (175.95 KB)

Lesson 6: View and Print a Batch List and Item Detail Reports
Module 18, Lesson 6
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)

Lesson 7: Perform Batch Control/Batch Balancing
Module 18, Lesson 7
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)

Lesson 8: Manage a Classification
Module 18, Lesson 8
Resource PJA OTCnet Resource Video
Summary Level Classification pja_summary_level_class.pdf (72.67 KB) Video

Lesson 9: Close a Batch
Module 18, Lesson 9
Resource PJA OTCnet Resource Video
Close a Single or Multiple Batch(es) pja_close_singbat_or_multibat_online.pdf (59.28 KB) Video

Lesson 13: Print a Receipt
Module 18, Lesson 13
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)