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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)

Check Processing Online


Lesson 1: View a Check Processing Report
Module 19, Lesson 1
Resource PJA OTCnet Resource Video
Check Image Report pja_view_busrpt_ck_image_rpt.pdf (129.98 KB)
ACR Activity Report pja_view_acr_act_rpt.pdf (132.77 KB)
5515 Debit Voucher Report pja_view_busrpt_5515_dv.pdf (142.15 KB)
215 Deposit Ticket Report pja_view_busrpt_215_dt.pdf (97.48 KB)
Organization Hierarchy Report pja_view_busrpt_org_hier.pdf (114.73 KB)
LVD Contents Report pja_view_busrpt_lvd_contents.pdf (91.34 KB)
Agency CIRA Report pja_view_busrpt_agency_cira.pdf (114.89 KB)
CIRA CSV Report pja_view_busrpt_cira_csv.pdf (85.06 KB)

Lesson 2: View a CIRA Record
Module 19, Lesson 2
Resource PJA OTCnet Resource Video
View a CIRA Record pja_view_cira_record.pdf (315.46 KB)

Lesson 3: View Scheduled Reports
Module 19, Lesson 3
Resource PJA OTCnet Resource Video
CIRA CSV Historical Report pja_gen_cira_csv_hist_rpt.pdf (150.68 KB)
View Previously Generated Reports pja_view_prev_gen_cira_csv_rpt.pdf (71.51 KB)


Lesson 1: Search for an MVD Record
Module 20, Lesson 1
Resource PJA OTCnet Resource Video
Search for an MVD Record pja_search_mvd_record.pdf (124.66 KB)

Lesson 2: Create an MVD Record
Module 20, Lesson 2
Resource PJA OTCnet Resource Video
Create an MVD Record pja_create_mvd_record.pdf (126.44 KB)

Lesson 3: Edit an MVD Record
Module 20, Lesson 3
Resource PJA OTCnet Resource Video
Edit an MVD Record pja_edit_mvd_record.pdf (120.37 KB)