Below are the training topics you need to search, view and prepare a deposit, search for adjustments and view reports in OTCnet. 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 |  |
 |
| 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 | |
| 10.1 Search for a Deposit |
PJA | Video |
|---|---|---|
| Search for a Deposit | |
|
| Download Search Results for a Deposit | |
| 11.1 View a Deposit |
PJA | Video |
|---|---|---|
| View a Deposit | |
| 12.1 Search for and View an Adjustment |
PJA | Video |
|---|---|---|
| Search for and View an Adjustment | |
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| Download Search Adjustment Results for a Deposit | |
| 13.1 Create and Modify a Deposit |
PJA | Video |
|---|---|---|
| Create a Deposit for US Currency | |
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| Create a Deposit for Foreign Currency Cash | |
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| Create a Deposit for a Foreign Check Item | |
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| Modify a Deposit | |
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| 15.1 Confirm a Deposit |
PJA | Video |
|---|---|---|
| Confirm a Single Deposit | |
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| Confirm Multiple Deposits | |
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| Reject a Deposit | |
| 17.1 View a Business Report | PJA | Video |
|---|---|---|
| View Business Reports: Adjustment Activity (FI) | |
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| View Business Reports: Adjustments by OTC Endpoint | |
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| View Business Reports: Daily Voucher Report | |
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| View Business Reports: Deposit Activity (FI) | |
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| View Business Reports: Deposits by Accounting Code | |
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| View Business Reports: Deposits by OTC Endpoint | |
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| View Business Reports: Deposit History by Status | |
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| View Business Reports: Non-Reporting OTC Endpoints | |
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| View Business Reports: Processing Options by OTC Endpoints | |
|
| 17.3 View an Administration Report | ||
| View Administrative Reports: CIR File Status | |
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| View Administration Reports: View Vouchers Completed | |
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| View Administrative Reports: Vouchers in Progress | |
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| 17.4 View Historical Reports | ||
| Deposit Historical Report | |
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| Adjustment Historical Report | |
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| View Previously Generated Historical Reports | |