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) |
Administration/Configuration
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Search an Audit Log Online | pja_search_audit_log.pdf (196.44 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Select 80mm Card Receipt Printer | pja_select_80mm_card_rcpt_prntr.pdf (137.87 KB) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Create the OTCnet Local Bridge (OLB) Profile | pja_create_olb_profile.pdf (198.02 KB) | Video |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Import OTCnet Local Bridge (OLB) Credentials | pja_import_olb_credentials.pdf (83.76 KB) | Video |
Card Processing
| 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) |
| 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) |
| 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) |
| Resource | PJA | OTCnet Resource Video |
|---|---|---|
| Query Card Transaction History | pja_query_card_trans_history.pdf (185.91 KB) |
| 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 |