Below are the training topics you need to view an audit log and capture and process checks—in Online or Offline. 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.
| 1.1 OTCnet Overview | PJA | Video |
|---|---|---|
| OTCnet Overview |
| 2.1 Start and Stop the OTCnet Local Bridge (OLB) Application |
PJA | Video |
|---|---|---|
| Start and Stop the OTCnet Local Bridge (OLB) Application |  |
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| 2.2 Request Your OTCnet Access |
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| Self-Register/Create an Account in SailPoint IIQ | |
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| Request Your OTCnet Access in SailPoint IIQ | |
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| 2.3 Log In to OTCnet Online |
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| Log In to OTCnet Online | |
| 7.2 Manage an Audit Log Online |
PJA | Video |
|---|---|---|
| Search an Audit Log Online | |
| 8.2 Create the OTCnet Local Bridge (OLB) Profile |
PJA | Video |
|---|---|---|
| Create the OTCnet Local Bridge (OLB) Profile | |
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| 8.3 Import OTCnet Local Bridge (OLB) Credentials |
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| Import OTCnet Local Bridge (OLB) Credentials | |
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| 9.7 Search an Audit Log Offline |
PJA | Video |
|---|---|---|
| Search an Audit Log Offline | |
| 18.1 Capture a Check Online |
PJA | Video |
|---|---|---|
| Capture a Check Online | |
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| 18.3 Resolve a Duplicate Check | ||
| Resolve a Duplicate Check | |
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| 18.6 View and Print a Batch List and Item Detail Reports | ||
| View and Print a Batch List Report | |
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| View and Print an Item Detail Report | |
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| 18.7 Perform Batch Control/Batch Balancing | ||
| Perform Batch Control on Batch Create | |
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| Perform Batch Control on Batch Close | |
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| 18.8 Manage a Classification | ||
| Summary Level Classification | |
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| 18.9 Close a Batch |
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| Close a Single or Multiple Batch(es) | |
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| 18.13 Print a Receipt | ||
| Print a Receipt in Single Mode or Batch Mode | |
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| Print a Receipt in Batch Management | |
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| Print a Receipt Using Show Item | |
| 21.1 Log In to Offline Check Capture Software | PJA | Video |
|---|---|---|
| Start the OTCnet Offline Server | |
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| Log In to OTCnet Offline for the First Time | |
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| Log In to OTCnet Offline | |
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| 21.2 Capture a Check Offline |
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| Capture a Check Offline | |
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| 21.4 Resolve a Duplicate Check | ||
| Resolve a Duplicate Check | |
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| 21.7 View and Print a Batch List and Item Detail Reports | ||
| Item Detail Report | |
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| View and Print a Batch List Report | |
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| View and Print an Item Detail Report | |
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| 21.8 Perform Batch Control/Batch Balancing | ||
| Perform Batch Control on Batch Create | |
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| Perform Batch Control on Batch Close | |
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| 21.9 Manage a Classification | ||
| Summary Level Classification | |
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| 21.10 Close a Batch |
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| Close a Single Batch | |
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| Close Multiple Batches | |
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| 21.11 Approve a Batch |
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| Approve a Single Batch | |
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| Approve Multiple Batches | |
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| 21.12 Upload a Batch |
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| Upload a Batch | |
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| 21.13 Acknowledge a Batch |
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| Acknowledge a Batch | |
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| 21.16 Print a Receipt | ||
| Print a Receipt in Single Mode or Batch Mode | |
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| Print a Receipt in Batch Management | |
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| Print a Receipt Using Show Item | |