Training Module Topics

Below are the training topics you need to manage an organization hierarchy, configure a check capture terminal, view an audit log, download firmware and view reports. Click Expand All to view all resources for your role, or click the arrow next to a module to view the lesson(s) and resources. You can choose to view Web Based Training (WBT) modules, certificates are assigned for critical tasks and are noted by the certificate icon . You can also review Printable Job Aids (PJAs) and Videos that support your OTCnet user training.

GETTING STARTED

MODULE 1: OTCNET OVERVIEW

1.1 OTCnet Overview	PJA	Video
OTCnet Overview

MODULE 2: ACCESSING OTCnet

2.1 Start and Stop the OTCnet Local Bridge (OLB) Application	PJA	Video
Start and Stop the OTCnet Local Bridge (OLB) Application
2.2 Request Your OTCnet Access
Self-Register/Create an Account in SailPoint IIQ
Request Your OTCnet Access in SailPoint IIQ
2.3 Log In to OTCnet Online
Log In to OTCnet Online

ADMINISTRATION/CONFIGURATION

MODULE 4: MANAGING ORGANIZATION HIERARCHY

4.1 Manage an Organization Hierarchy	PJA	Video
Create an OTC Endpoint
Delete or Neutralize an OTC Endpoint
Modify OTC Endpoint Information
View an OTC Endpoint
4.2 Manage an Accounting Code
Enter a New Accounting Code
Modify an Accounting Code
Delete an Accounting Code
Import Accounting Codes
View Accounting Codes
Map Accounting Codes to OTC Endpoints

MODULE 7: CONFIGURING CHECK CAPTURE ONLINE

7.1 Terminal Configuration	PJA	Video
Configure a Check Capture Terminal Online
View Terminal Configuration
7.2 Manage an Audit Log Online
Search an Audit Log Online
7.3 Download and Install Firmware
Download Firmware
Install Firmware

MODULE 8: CONFIGURING OTCNET LOCAL BRIDGE (OLB)

8.1 Download, Install, and Upgrade the OTCnet Local Bridge (OLB) Application	PJA	Video
Download the OLB Application
Install the OLB Certificate
Install the OLB Application
Upgrade the OLB Application
8.2 Create the OTCnet Local Bridge (OLB) Profile
Create the OLB Profile
8.3 Import OTCnet Local Bridge (OLB) Credentials
Import OLB Credentials

MODULE 9: SETTING UP AND CONFIGURING CHECK CAPTURING OFFLINE

9.1 Download, Install, and Upgrade OTCnet Offline Check Capture Software	PJA	Video
Download OTCnet Offline Check Capture Offline Software
Install OTCnet Offline Software
Upgrade OTCnet Offline Check Capture Software
9.2 Manage a Check Capture Administrator Offline Logon Profile
Create a Check Capture Administrator Offline Logon Profile
Import a Check Capture Administrator Offline Logon Profile
Retrieve a Check Capture Administrator Offline Logon Profile
Reset a Check Capture Administrator Multi-Factor Authentication Status
9.3 Manage OTC Endpoints
Select OTC Endpoints
Download OTC Endpoints
9.4 Manage User Profiles
Download User Profiles
Update User Profiles
9.5 Manage Offline Users
Create Check Capture Override and Online Authentication Password
Activate/Deactivate a User
Unlock a User's Profile
Resetting a User Password and Multi-Factor Authentication
Print a User List
9.6 Manage a Check Capture Terminal
Terminal Configuration
View Check Capture Terminal Configuration Settings
9.7 Search an Audit Log Offline
Search an Audit Log Offline
9.8 Recover a Batch
Recover a Batch

CHECK PROCESSING ONLINE

MODULE 19: VIEWING CHECK PROCESSING REPORTS, CIRA RECORDS, AND SCHEDULED REPORTS

19.1 View a Check Processing Report	PJA	Video
CIRA CSV Report
Check Image Report
Agency CIRA Report
LVD Contents Report
Organization Hierarchy Report
215 Deposit Ticket Report
5515 Debit Voucher Report
ACR Activity Report
19.3 View Scheduled Reports
CIRA CSV Historical Report
View Previously Generated Reports

CHECK PROCESSING OFFLINE

MODULE 20: MANAGING VERIFICATION RECORDS

20.4 Download an LVD	PJA	Video
Download an LVD
20.5 Reset an LVD
Reset an LVD

MODULE 21: CAPTURING AND PROCESSING CHECKS OFFLINE

21.1 Log In to Offline Check Capture Software	PJA	Video
Start the OTCnet Offline Server
Log In to OTCnet Offline for the First Time
Log In to OTCnet Offline