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 1:** View a Financial Institution
Module 5, Lesson 1
Resource	PJA	OTCnet Resource Video
View a Financial Institution	pja_view_fi.pdf (61.43 KB)

Deposit Processing

**Lesson 1:** Search for a Deposit
Module 11, Lesson 1
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)

**Lesson 2:** View a Deposit
Module 11, Lesson 2
Resource	PJA	OTCnet Resource Video
View a Deposit	pja_view_dep.pdf (152.29 KB)

**Lesson 1:** Search for and View an Adjustment
Module 12, Lesson 1
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)

**Lesson 1:** View a Business Report
Module 17, Lesson 1
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)

**Lesson 3:** View an Administration Report
Module 17, Lesson 3
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)

**Lesson 4:** View Scheduled Reports
Module 17, Lesson 4
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)