Below are the training topics you need to manage an organization hierarchy, configure a card terminal, view an audit log 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.
| 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 | |
| 4.1 Manage an Organization Hierarchy |
PJA | Video |
|---|---|---|
| Create an OTC Endpoint | |
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| Delete or Neutralize an OTC Endpoint | |
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| Modify OTC Endpoint Information | |
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| View an OTC Endpoint | |
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| 4.5 Modify a User Defined Field |
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| Create a User Defined Field | |
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| Modify a User Defined Field | |
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| Delete a User Defined Field | |
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| View a User Defined Field | |
| 6.1 Card Terminal Configuration |
PJA | Video |
|---|---|---|
| Register a Card Terminal | |
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| Unregister a Card Terminal | |
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| View Card Terminal Configuration | |
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| 6.2 Manage an Audit Log Online |
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| Search an Audit Log Online | |
| 8.1 Download, Install, and Upgrade the OTCnet Local Bridge (OLB) Application |
PJA | Video |
|---|---|---|
| Download OTCnet Local Bridge (OLB) Application | |
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| Install the OTCnet Local Bridge (OLB) Certificate | |
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| Install the OTCnet Local Bridge (OLB) Application | |
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| Upgrade the OTCnet Local Bridge (OLB) Application | |
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| 8.2 Create the OTCnet Local Bridge (OLB) Profile |
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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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