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) |
Check Processing Online
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Agency CIRA Report | pja_view_busrpt_agency_cira.pdf (114.89 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) | |
| Check Image Report | pja_view_busrpt_ck_image_rpt.pdf (129.98 KB) | |
| CIRA CSV Report | pja_view_busrpt_cira_csv.pdf (85.06 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| View a CIRA Record | pja_view_cira_record.pdf (315.46 KB) |
| 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) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Search for an MVD Record | pja_search_mvd_record.pdf (124.66 KB) |