Plex Training
Course Objectives
• Learn how to Log on and Change Passwords in
Plex
• Learn the Common Functions on the Control
Panel
• Learn how to Log into and Load a Job
• Learn how to Complete a Checksheet and View
part prints/attachments
• Learn how to Record Production, including
Produced Parts and Scrap
• Learn the Functionality and the Importance of
the Container Utility Menu
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Logging on
to Plex
3
How to get to Plex
Shortcut to Plex from Desktop
4
Log On Window
• This is where you sign on
every time to get to a
workstation
– Your user ID: usually your
first letter of your first name
followed by last name
without space followed by
“.rdm”
– Password: has to be 8
characters long and has to
include number AND
letters.
– Company Code: rdm
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Forgetting Password
• Your User ID is
needed, THEN click
“Forgot Password”
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Forgetting Password, cont
First, answer your security questions – then Submit at the top of the screen.
Next, choose your new password (a minimum of 8 characters long).
Your new password has to be different than the previous password.
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The Shop
Floor Menu
holds your
Key Functions
in Plex.
Your most
commonly used
functions will be:
~ Control Panel
~ Container
Utilities Menu
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Control Panel
9
Your Control Panel
includes your Job
functions.
• Logging into a Job
• Load a job
• Record Production
• View Job Prints
• Work Job thru
Workcenter
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Logging into
a Workcenter
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• Click the “Workcenter” Panel
• Select your “Workcenter” in the
new screen
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• Click the “Job” Panel
• Select the Job from the “Dispatch List”
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• Click on the “Clock” icon
• Click “Login Operator to Workcenter
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• Select the name of the operator
• Click the “Login” button at the
top of the screen
• Click “Setup Labor” as the
Activity
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• Click the “Workcenter
Status” Panel
• Click “Setup”
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Before moving on: Verify!
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Are you signed on to the Correct Workcenter?
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Is your “Job Number” is correct?
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Are you signed in as “Setup Labor”?
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Is you current Workcenter Status “Setup”?
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This is a good time to verify any “Job Notes” or “Bulletins”
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Loading a
Job
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Go Forward Procedure
• Click the “Fork Lift” icon
• Use scanner to LOAD
Workcenter with each
component to produce your
part.
• As you scan each correct
item, the pink boxes will turn
green.
If you need to manually load the serial numbers:
Your curser will already be in the “Load Serial No”
field, after entering the serial number, you need to
press the “TAB” key on the keyboard.
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If an item is scanned and it does not belong to the
component, to following error will appear
It will be very important to scan and verify each
item, as the system does not record anything after
the incorrect item.
Loading the Workcenter with the scanner will ensure that
correct parts are used when completing the operation.
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Current Work Around Procedure
• Click on the Forklift Icon
• For each pink box on the
list it is a part that needs to
be loaded. Click on the pink
box to load that material
into inventory
**Scan/Enter all of, but no more than
enough containers to run the job.**
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• Click “Load”
new the
bottom of the
page
•This moves
the available
carton to your
Work Center
**Scan/Enter all of, but no more than
enough containers to run the job.**
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To load inventory, make sure that you are loading the
serial number that you have in front of you.
It is vital that you load the correct serial numbers to your
Workcenter.
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• Click on the “Workcenter
Status” Panel
• Select “Run”
If a Checksheet is required at
this time, it must be filled out
before this step can be
completed.
(this will be covered next)
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Verify you are in “Run” from your Control Panel
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• Click on the “Clock Icon”
• Click on the name of an
operator currently logged in.
• Select “Run Labor” under
the “Change Activity” section
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It has now changed
from “Setup Labor” to
“Run Labor”
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Filling out a
Checksheet
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A Checksheet is a quality control
measure that will collect real time
data on a specific part.
For example, a part requires the
employee to measure a dimension
every 40 pieces that are produced.
This helps maintain instant quality
control on specific parts.
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A checksheet needs
to be completed
before moving on in
some jobs.
The job highlighted
here has a
checksheet that
needs to be
completed during
“Setup.”
Others Jobs may
have checksheets
during other part of
the job.
Checksheets has to be completed prior to
moving on, the system will not allow status
changes without completion.
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Notes can be
left for the
part or for the
Job on the
Checksheet
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Viewing
Prints
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• Click on the “View Attachments” icon in the
bottom-middle of the screen
• If the icon is yellow, there are attachments
available for view. If the icon is gray, there are
no attachments for review
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• To see the attachments, click on
the “part” icon
• Click on the file to view
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Recording
Production
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Record Production and Scrap in separate
actions, otherwise one will be lost.
• Click on the “Fork Lift”
icon
• Enter the number of
items produced and/or
the items to be
scrapped
Record production whenever you log out of a job, whether you complete a job or not.
Record the EXACT number produced, even if it is more than required.
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• Click on the “Job #”
• Scroll down, past the pending
jobs to the “Currently Loaded”
parts section
• Click “Print All Labels”
• Place the appropriate labels on
the appropriate containers
•Click “Unload All”
STOP!!
You are not done
with that inventory
yet, you will learn
next what else
needs to be
completed!
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Container
Utilities Menu
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The Container Utilities Menu is an
important function to daily
production.
The system needs to know each
time a material, a component a
finished part, etc is physically moved
throughout the RDM facility.
Each move has to be recorded in
Plex. This process needs be
completed with the scanner to
ensure accuracy.
By completing the Container Utilities EVERYTIME,
anyone in the facility will know where any given
container or part is at ANYTIME!
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The Container Utilities
Menus includes:
• Adjusting Inventory
• Merging a Container
• Splitting a Container
• Move a Container
• Retire a Container
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Unloading a
Workcenter
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After “Unloading All” after Recording Production,
the material stays in your Workcenter.
It is vital that you then go to “Container Move” to
move that to its next location.
When this procedure is not completed, the container is
unable to be used by anyone else on the shop floor
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To “Move a Container” from your Workcenter to its next
location, you must “Exit Control Panel”
At the “Shop Floor Menu”
Click “Container Utilities
Menu”
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Other
Functions of
the Container
Utilities Menu
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Move a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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• Scan the tag on
the location
• Press the “TAB”
(not enter) key on
the keyboard
• Scan the serial
number of the
container
When moving multiple containers to the same location, the location only
needs to be scanned prior to the first container, then every container may
be scanned following
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Adjust
Inventory
in a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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• Scan the serial number
to update and press the
tab key
• Make the appropriate
adjustment.
• Click the “Update &
Print” button
• Add the appropriate
label to the appropriate
container
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Merge a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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•
Scan the container to
remove items from
•
Scan the container
that items are being
added to
•
Either enter the
weight/quantity to
transfer -or- click
“Merge All”
•
After verifying all
information, click
“Merge”
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Split a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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Make sure
and Label
the new
Container!
• Scan the label of the container to be split
• Enter the quantity of the new container
• Click “Split”
• The new tag will print automatically
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Move a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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• Scan the tag on the
location
•Press the “TAB” key on
the keyboard
•Scan the serial number
of the container
When moving multiple containers to the same location, the location only
needs to be scanned prior to the first container, then every container may
be scanned following
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Retire a
Container
It is important to use the scanner whenever possible,
this greatly reduces inventory errors and mistakes!!
(and it is much, much easier!!)
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• Scan the Container
Label to retire
• Click “Retire”
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Do’s and
Don'ts
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When unloading inventory from your Workcenter, if the
container does not get moved in the “Container Move”
function the inventory stays at your Workcenter. This
means that no one else can utilize that inventory until it
is moved.
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Do
Use the scanner
WHENEVER
possible.
This significantly reduces errors
and mistakes!
If the scanner is not used, you risk
using the wrong parts from the
wrong serial number. This can cause
problems keeping inventory accurate
and possible tracking issues in the
future.
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