Check Capture Administrator (CCA)

On-the-Job Resources and Simulations

Select from the list of topics and click the Printable Job Aid to view the step-by-step directions for performing a task, or click the Show Me icon to see the task performed, or click the Let Me Try icon to attempt the task yourself.

GETTING STARTED
MODULE 1: WELCOME AND OVERVIEW Printable
Job Aids
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1.1 Welcome and Course Tour
Course Tour
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MODULE 2: BASIC SECURITY Printable
Job Aids
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2.1 Start and Stop the OTCnet Local Bridge (OLB) Application
Log In to OTCnet Online for the First Time
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Log In to OTCnet Online
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2.2 Log In to OTCnet Online
Access User ID
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Reset Password
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ADMINISTRATION/CONFIGURATION
MODULE 4: MANAGING ORGANIZATION HIERARCHY Printable
Job Aids
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4.1 Manage an Organization Hierarchy
Modify OTC Endpoint Information
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View an OTC Endpoint
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4.2 Manage an Accounting Code
Enter an Accounting Code
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Modify an Accounting Code
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Delete an Accounting Code
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Import an Accounting Code
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View an Accounting Code
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Map Accounting Codes to OTC Endpoints
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MODULE 6: CONFIGURING CHECK CAPTURING ONLINE Printable
Job Aids
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6.1 Terminal Configuration
Configure a Check Capture Terminal Online
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View a Terminal Configuration
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6.2 Manage an Audit Log Online
Search an Audit Log Online
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6.3 Download and Install Firmware
Download Firmware
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Install Firmware
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MODULE 7: SETTING UP AND CONFIGURING CHECK CAPTURING OFFLINE Printable
Job Aids
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7.1 Download, Install, and Upgrade OTCnet Offline Check Capture Software
Download OTCnet Offline Check Capture Software
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Install OTCnet Offline Check Capture Software
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Upgrade OTCnet Offline Check Capture Software
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7.2 Manage a Check Capture Administrator Offline Logon Profile
Create a Check Capture Administrator Offline Logon Profile
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Retrieve a Check Capture Administrator Offline Logon Profile
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7.3 Manage OTC Endpoints
Select OTC Endpoints
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Download OTC Endpoints
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7.4 Manage User Profiles
Download User Profiles
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Update User Profiles
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7.5 Manage Offline Users
Activate/Deactivate a User
Printable Job Aid
   
Unlock a User's Profile
Printable Job Aid
   
Reset a User's Password
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Print a User List
Printable Job Aid
   
7.6 Manage a Check Capture Terminal
Configure a Check Capture Terminal
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View a Check Capture Terminal's Configuration Settings
Printable Job Aid
   
7.7 Search an Audit Log Offline
Search an Audit Log Offline
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7.8 Recover a Batch
Recover a Batch
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CHECK PROCESSING ONLINE
MODULE 17: VIEWING CHECK PROCESSING REPORTS, CIRA RECORDS, AND HISTORICAL REPORTS Printable
Job Aids
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17.1 View a Check Processing Report
CIRA CSV Report
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Agency CIRA Report
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LVD Contents Report
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Organizational Hierarchy
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215 Deposit Ticket Report
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ACR Activity Report
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5515 Debit Voucher Report
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Statistical Report
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17.3 View a Historical Report
Generate a CIRA CSV Historical Report
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View a Previously Generated Historical Reports
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MODULE 18: MANAGING VERIFICATION RECORDS (MVD/LVD) Printable
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18.4 Download an LVD
Download an LVD
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18.5 Reset an LVD
Reset an LVD
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CHECK PROCESSING OFFLINE
MODULE 19: CAPTURING AND PROCESSING CHECKS OFFLINE Printable
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19.1 Log In to Offline Check Capture Software
Log In to OTCnet Offline for the First Time
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Log In to OTCnet Offline
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On-the-Job Resources and Simulations

On-the-Job Resources and Simulations (All user roles)

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