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) |
Deposit Processing
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Download Search Results for a Deposit | pja_dwnld_search_res.pdf (416.51 KB) | |
| Search for a Deposit | pja_search_dep.pdf (39.99 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| View a Deposit | pja_view_dep.pdf (152.29 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Download Search Adjustment Results for a Deposit | pja_dwnld_search_adjs_res.pdf (141.16 KB) | |
| Search for and View an Adjustment | pja_search_vw_adjs.pdf (44.97 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Modify a Deposit | pja_modify_dep.pdf (227.61 KB) | Video |
| Create a Deposit for US Currency | pja_create_dep_us.pdf (226.3 KB) | Video |
| Create a Deposit for Foreign Currency Cash | pja_create_dep_fcc.pdf (188.05 KB) | |
| Create a Deposit for a Foreign Check Item | pja_create_dep_fci.pdf (185.96 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Confirm a Single Deposit | pja_conf_sing_dep.pdf (224.39 KB) | Video |
| Confirm Multiple Deposits | pja_conf_mult_dep.pdf (241.55 KB) | |
| Reject a Deposit | pja_rjct_dep.pdf (169.59 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| View Business Reports: Deposits by Accounting Code | pja_view_busrpt_dpt_acct_code.pdf (121.02 KB) | |
| View Business Reports: Adjustment Activity (FI) | pja_view_busrpt_adjs_act_fi.pdf (93.33 KB) | |
| View Business Reports: Adjustments by OTC Endpoint | pja_view_busrpt_adjs_otc_endpt.pdf (122.39 KB) | |
| View Business Reports: Daily Voucher Report | pja_view_busrpt_daily_vouchr.pdf (80.77 KB) | |
| View Business Reports: Processing Options by OTC Endpoints | pja_view_busrpt_dpt_process_opts_0.pdf (97.27 KB) | |
| View Business Reports: Non-Reporting OTC Endpoints | pja_view_busrpt_dpt_nonrpt_otc_endpts.pdf (106.13 KB) | |
| View Business Reports: Deposit History by Status | pja_view_busrpt_dpt_histry.pdf (134.8 KB) | |
| View Business Reports: Deposits by OTC Endpoint | pja_view_busrpt_dpt_oct_endpt.pdf (76.78 KB) | |
| View Business Reports: Deposit Activity (FI) | pja_view_busrpt_dpt_act_fi.pdf (78.7 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| View Administrative Reports: CIR File Status | pja_view_adminrpt_cir_file_status.pdf (291.95 KB) | |
| View Administration Reports: View Vouchers Completed | pja_view_adminrpt_vouchrs_compl.pdf (100.74 KB) | |
| View Administrative Reports: Vouchers in Progress | pja_view_adminrpt_vouchrs_prog.pdf (59.98 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Deposit Historical Report | pja_dep_proc_hist_rpt.pdf (191.53 KB) | |
| Adjustment Historical Report | pja_adj_hist_rpt.pdf (227.86 KB) | |
| View Previously Generated Reports | pja_view_prev_gen_rpt.pdf (116.45 KB) |