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
Request Your OTCnet Access in SailPoint IIQ	pja_req_your_access_sail_point.pdf (213.52 KB)	Video
Self-Register/Create an Account in SailPoint IIQ	pja_self_reg_sail_point.pdf (46.01 KB)

**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 1:** Manage an Organization Hierarchy
Module 4, Lesson 1
Resource	PJA	OTCnet Resource Video
Create an OTC Endpoint	pja_add_endpt.pdf (108.34 KB)
Modify OTC Endpoint Information	pja_mod_otc_endpt_info.pdf (413.58 KB)	Video
Delete or Neutralize an OTC Endpoint	pja_delete_neutral_endpt.pdf (85.42 KB)
View an OTC Endpoint	pja_view_otc_endpt.pdf (139.49 KB)

**Lesson 2:** Manage an Accounting Code
Module 4, Lesson 2
Resource	PJA	OTCnet Resource Video
Import an Accounting Code	pja_import_ac.pdf (87.1 KB)
Map Accounting Codes to OTC Endpoints	pja_map_ac_otc_endpts.pdf (152.52 KB)
View an Accounting Code	pja_view_ac.pdf (83.59 KB)
Delete an Accounting Code	pja_delete_ac.pdf (112.29 KB)
Modify an Accounting Code	pja_modify_ac_code.pdf (110.99 KB)
Enter an Accounting Code	pja_enter_ac.pdf (111.92 KB)

**Lesson 4:** Manage a Processing Option
Module 4, Lesson 4
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)

**Lesson 1:** Terminal Configuration
Module 7, Lesson 1
Resource	PJA	OTCnet Resource Video
Configure a Check Capture Terminal Online	pja_configure_a_chk_term.pdf (144.41 KB)
View Terminal Configuration	pja_view_term_config.pdf (42.29 KB)

**Lesson 2:** Manage an Audit Log Online
Module 7, Lesson 2
Resource	PJA	OTCnet Resource Video
Search an Audit Log Online	pja_search_audit_log_0.pdf (196.44 KB)

**Lesson 4:** Create Check Capture Override and Online Authentication Password
Module 7, Lesson 4
Resource	PJA	OTCnet Resource Video
Create Check Capture Override and Online Authentication Password	pja_create_cc_override_&_online_auth_passwd.pdf (200.69 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 2:** Correct a Magnetic Ink Character Recognition (MICR) Line
Module 18, Lesson 2
Resource	PJA	OTCnet Resource Video
Correct a Magnetic Ink Character Recognition (MICR) Line	pja_correct_micr_line.pdf (51.46 KB)

**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 4:** Void a Check
Module 18, Lesson 4
Resource	PJA	OTCnet Resource Video
Void a Check	pja_void_ck.pdf (188.77 KB)
Void All Checks in a Batch	pja_void_all_cks_batch.pdf (143.54 KB)

**Lesson 5:** MVD Check Verification
Module 18, Lesson 5
Resource	PJA	OTCnet Resource Video
Override a MVD Record	pja_mvd_ck_verif.pdf (112.46 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 10:** Approve a Batch
Module 18, Lesson 10
Resource	PJA	OTCnet Resource Video
Approve a Single Batch	pja_approve_singbat_online.pdf (106.39 KB)	Video
Approve Multiple Batches	pja_approve_multibat_online.pdf (138.64 KB)

**Lesson 11:** Activate/Deactivate a Batch
Module 18, Lesson 11
Resource	PJA	OTCnet Resource Video
Activate/Deactivate a Batch	pja_act_deact_bat.pdf (96.32 KB)

**Lesson 12:** Edit a Check
Module 18, Lesson 12
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)

**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)