Below are the training topics you need to configure a check capture terminal, 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 |
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| OTCnet Overview |
| 2.1 Start and Stop the OTCnet Local Bridge (OLB) Application |
PJA | Video |
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| 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 | |
| 4.1 Manage an Organization Hierarchy |
PJA | Video |
|---|---|---|
| Create an OTC Endpoint | |
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| Modify OTC Endpoint Information | |
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| Delete or Neutralize an OTC Endpoint | |
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| View an OTC Endpoint | |
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| 4.2 Manage an Accounting Code |
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| 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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| 4.4 Manage a Processing Option |
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| Modify a Processing Option | |
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| View a Processing Option | |
| 7.1 Terminal Configuration |
PJA | Video |
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| Configure a Check Capture Terminal Online | |
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| View Terminal Configuration | |
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| 7.2 Manage an Audit Log Online |
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| Search an Audit Log Online | |
| 8.2 Create the OTCnet Local Bridge (OLB) Profile |
PJA | Video |
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| 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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| 9.6 Manage a Check Capture Terminal |
PJA | Video |
|---|---|---|
| Configure a Check Capture Terminal Offline | |
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| View a Check Capture Terminal Offline Configuration | |
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| 9.7 Search an Audit Log Offline |
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| Search an Audit Log Offline | |
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| 9.8 Recover a Batch |
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| Recover a Batch | |
| 18.2 Correct a MICR Line | PJA | Video |
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| Correct a MICR Line | |
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| 18.3 Resolve a Duplicate Check | ||
| Resolve a Duplicate Check | |
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| 18.4 Void a Check | ||
| Void a Check | |
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| Void All Checks in a Batch | |
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| 18.5 MVD Check Verification | ||
| Override a MVD Record | |
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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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| 18.10 Approve a Batch |
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| Approve a Single Batch | |
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| Approve Multiple Batches | |
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| 18.11 Activate/Deactivate a Batch | ||
| Activate/Deactivate a Batch | |
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| 18.12 Edit a Check |
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| Edit a Batch | |
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| Edit a Check Item | |
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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 | |
| 20.4 Download an LVD | PJA | Video |
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| Download an LVD | |
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| 20.5 Reset an LVD | ||
| Reset an LVD | |
| 21.1 Log In to Offline Check Capture Software | PJA | Video |
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| 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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| 21.3 Correct a Magnetic Ink Character Recognition (MICR) Line | ||
| Correct a Magnetic Ink Character Recognition (MICR) Line | |
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| 21.4 Resolve a Duplicate Check | ||
| Resolve a Duplicate Check | |
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| 21.5 Void a Check | ||
| Void a Check in OTCnet Offline | |
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| Void all Checks in a Batch in OTCnet Offline | |
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| 21.6 LVD Check Verification | ||
| Override a LVD Record | |
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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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| 21.14 Activate/Deactivate a Batch | ||
| Activate/Deactivate a Batch | |
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| 21.15 Edit a Check |
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| Edit a Batch Offline | |
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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 | |