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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)

Administration/Configuration


Lesson 2: Manage an Audit Log Online
Module 6, Lesson 2
Resource PJA OTCnet Resource Video
Search an Audit Log Online pja_search_audit_log.pdf (196.44 KB)

Lesson 3: Select 80mm Card Receipt Printer
Module 6, Lesson 3
Resource PJA OTCnet Resource Video
Select 80mm Card Receipt Printer pja_select_80mm_card_rcpt_prntr.pdf (137.87 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

Card Processing


Lesson 1: Process a Card Payment - Process Payment
Module 9, Lesson 1
Resource PJA OTCnet Resource Video
Process a Card Payment - Process Payment pja_process_card_pay_process_pay.pdf (178.71 KB) Video
Cancel a Card Payment pja_cancel_a_card_pay.pdf (149.2 KB)

Lesson 2: Process a Card Payment - Manual Card Entry
Module 9, Lesson 2
Resource PJA OTCnet Resource Video
Process a Card Payment - Manual Card Entry pja_process_card_pay_manual_card_entry.pdf (172.15 KB) Video
Cancel a Card Payment pja_cancel_a_card_pay (1).pdf (149.2 KB)

Lesson 3: Print a Paper Receipt
Module 9, Lesson 3
Resource PJA OTCnet Resource Video
Reprint a Paper Receipt pja_reprint_a_recpt.pdf (49.92 KB)
Print Receipt From Card Transaction Query pja_print_receipt_from_card_trans_query.pdf (50.07 KB)
Print a Receipt From the Card Capture-Perform Card Transaction Page pja_print_a_recpt_from_card_cap.pdf (164.73 KB)


Lesson 1: Query Card Transaction History
Module 10, Lesson 1
Resource PJA OTCnet Resource Video
Query Card Transaction History pja_query_card_trans_history.pdf (185.91 KB)

Lesson 2: Card Refunds
Module 10, Lesson 2
Resource PJA OTCnet Resource Video
Debit Card and Gift Card Refunds pja_debit_gift_card_refunds.pdf (85.3 KB) Video
Credit Card Refunds pja_credit_card_refunds.pdf (81.8 KB) Video