Plex Education Services

Course Catalog

Plex Education Services provides the training you need to fast

track user adoption, boost productivity, and streamline effective

implementation of the numerous facets of Plex in your organization.

COURSE CATALOG | ₂

COURSE CATALOG | ₂

EDUCATION SERVICES

Plex Education

Plex education programs aim to optimize your use of Plex. Whether you’re a new Plex customer or a long-time user, you’ll find course options to fit your needs. Many of our classes are available online, allowing you to maximize learning without leaving your office.

Types of Training to Meet Your Needs

Virtual Instructor-led Training Courses (VILT)

Our live Virtual Instructor-led Training courses are perfect for the participant who wants specialized training but cannot get away from the office.

• View presentations, applications, demonstrations, and virtual whiteboards. • Participate from virtually anywhere in the world!

• Interact with instructors and classmates via breakout sessions, polls, quizzes, chat, screen sharing, and

discus-sions.

Traditional Classroom Courses

Our traditional classroom courses are held onsite at Plex Headquarters in Troy, Michigan. These courses span sev-eral days based on the topic content and agendas.

• Receive in-person instruction and attention.

• Engage with peers and instructors - and others at Plex!

• Learn faster and more effectively in focused learning environment away from daily distractions.

All Access Pass & the All Access Pass Portal

With so many awesome VILT classes offered it can be difficult to decide which one to request approval for. Now you don’t need to pick just one. You can have them all with one subscription! Enter you and your company into the All Access Pass Portal allows you to take advantage of the ever growing Education Services offerings.

Our All Access Pass offering gives you full access to:

• All the Education Services Virtual Instructor Led Training courses • Previously recorded sessions

• Personal Learning EXperience On Demand content • Pre and Post assessments, polls, idea sharing, and surveys • Self-paced Video Training

• An expanding library of material. • Other course resources

COURSE CATALOG | ₃

COURSE CATALOG | ₃

EDUCATION SERVICES

Contact Us

Any questions about our courses, schedules, or travel can be posted in the Education Services space in the Plex Community or email educationservices@plex.com or call us at 248-391-8001

How This Catalog is Organized

This catalog provides you with up-to-date information about our constantly growing library of courses. Courses are organized into four sections:

Getting Started with Plex – These courses are designed for newer Plex users or users in new roles who want to develop a solid understanding of basic Plex functions and general concepts.

Supply Chain & Platform – These courses focus on the entire system end to end and the abilities based on it: from the comprehensive Boot Camp to topics such as business intelligence, security, EDI, workflow, shipping/receiving, purchasing, customer management, integration, and administration.

Finance & HR – These courses focus on accounting, globalization, and human capital management. Manufacturing – These courses focus on topics such as materials, scheduling, maintenance, production, tooling, quality, engineering, inventory, and the new F5 experience.

Schedules & How To Register

All Education Services courses are posted in the Education Services space in the Plex Community. The Educa-tion Services space displays the most updated schedules, prices, course descripEduca-tions, and links to register for the classes you want to attend. Additionally, use the space to ask questions about classes, interact with classmates, and receive updates.

For those holding the All Access Pass [AAP], register with the links provided in the All Access Portal. Space is limited per the logistical considerations for each course. The number of AAP seats your company possesses determines how many spots per offering of VILT classes you can claim.

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Plex for New Users

Welcome aboard! Now that you are part of the Plex family, where do you begin? There is so much Plex can do. This introductory course is designed for new customers & employees who need to quickly get started in Plex. The topics are designed around you, “The New User.” From the comfort of your office or home, at your own pace, you can become equipped with the knowledge to begin using Plex successfully. • Watch the series of videos in any order

• Go at your pace

• View video content 24/7

• Understand the basics of the Plex Manufacturing Cloud • Repeat the lessons as often as you desire

Plex for New Champions

New Plex Champions take notice! Those new to the Champion role at their organization need this class to guide them through the tools and tips & tricks to get the most out of the system.

Get to know security, configuration, settings, tables, and much more. Most importantly, the class helps you understand where to start when faced with a problem in your PCN.

• Navigate basic configuration tools in Plex • Understand the structure of Plex security • Learn troubleshooting best practices

TOPICS COVERED • Plex Login • Wiki • Navigation

• User Support Request (USR) • Customer Support • Document Control System (DCS) • Plex Community TOPICS COVERED • Key Terms • Community & Wiki • Critical Path • Process Routing • Settings & Setup Tables • Security

• Troubleshooting

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Project Management Awareness

Is chaos and uncertainty the best way to operate or run a project? This fun, high-energy, interactive session illustrates the basic principles of project management. An ideal class for everyone in your organization to participate and appreciate the underlying principles. The class is team based and “game based”.

Note: this class does not use Plex and does not require Plex knowledge. • Become aware of project management principles

• Gain appreciation of project management best practices • Recognize common failures of

projects due to poor or nonexistent project management

Can be delivered onsite at your facility

Community - Knowledge at Your Fingertips

The Plex Community offers a plethora of content, resources, and

assistance. So much knowledge and help resides in the community; you may not realize its power. This All Access Pass blended course sets out to highlight the power the community holds and how to tap that power. • Understand the layout and best practices of the community

• Comprehend and practice contribution options

• Learn tricks and tips for getting more out of the community

TOPICS COVERED • Project Management • How Projects Fail • Best Practices • Time Management • Quality

• Risk Management • Scope & Requirements • Costs & Budgeting • Communications

TOPICS COVERED • Community Basics • Bookmarking • Liking and Marking • Sharing content • Personalizing • At mentioning • Finding content • Contributing to the knowledge base 4 hrs 1 Day

GETTING STARTED WITH PLEX

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Plex Boot Camp

This flagship course begins with the fundamental skills necessary to use and administer Plex, including navigation, configuration options, setup tables, settings, security, user management, community, and other critical Plex functions.

Each student begins with a new, unconfigured database. As the class progresses, you populate the system with parts, suppliers, customers, and other data necessary to complete transactions in each phase of the ‘critical path’. From purchasing and receiving raw material to entering sales orders and shipping product to recording production - a hands-on experience awaits you! Whether you are a Plex Champihands-on or a core team member, this is your best opportunity to learn how to configure, test, and implement Plex functionality.

• Understand Plex as a comprehensive ERP

• Use a team event to understand objectives of each phase • Complete configuration and testing for each critical path phase • Design and use your own labels

• Consider and execute steps for a ‘Go Live’ event

• Learn trouble shooting and how to access and leverage knowledge repositories, such as the community, wikis, and documentation.

TOPICS COVERED • Plex Overview • Login & Navigation • Critical Path Demo • Implementation Methods • Plex Community

• Configuration & Settings • Accounting Setup • Supplier List • Part Setup

• Purchasing & Receiving • Inventory Tracking • Accounts Payable • Label Designer • Jobs • Cycle Count • Part Attributes • Support Teams • Security • Workcenter Setup • Process routing

• Customer Orders & Ship • Control Panel

• Troubleshooting

40 hrs 5 Days

COURSE CATALOG | ₇ TOPICS COVERED • Navigation • Security basics • Best Practices • Setup tables • Security Levels • Security Menu Nodes • Security in F5 • Roles • Permissions

TOPICS COVERED • SQL Basics

• Overview of Plex’s use of SQL

• Tables, keys, structure • Relational databases • Relationship types • Sprocs

Security Fundamentals

Security is critical.  Do you fully comprehend your organization’s security in Plex?  Could it be set up differently?  More efficiently? Do you feel confident in setting it up or altering it when required?  Are you leveraging the new Module-level standard available today? This course focuses on these and all the fundamentals of good security in Plex.  Whether brand new to Plex or operating with Plex for years, understanding security and how to implement is a fundamental need for all.

• Overview of Plex security models and levels

• Understanding best practices, such as ‘Roles’ in Plex security • Navigate & learn the screens and tables used in Plex security

• Build menus, lock reports, limit access, and other areas of security concerns

Learning SQL in Plex

If you knew what SQL was and how it is used in Plex, you might be able to do more with your Plex data. This course explains the basics of SQL and relational databases, how it is used within Plex, and some possibilities of what can be done if you understand how Plex uses SQL. Time is spent providing a foundational understanding of SQL and then time applying that knowledge to pull data in Plex. Then simple exercises to create VisionPlex screens and demonstrating its use in IntelliPlex.

• Discover what SQL is and how it is used by Plex • Learn Plex SQL nomenclature and best practices

• Construct SQL quieries & sprocs to demonstrate a few possibilities

6 hrs 2 Days 3 hrs 1 Day

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TOPICS COVERED • Downloading and

preparing the app • Setup, admin, and

permissions

• Using modules within SmartPlex

• Accessing full Plex within SmartPlex • Benefits of SmartPlex • How to join the

conversation on what’s next with SmartPlex

TOPICS COVERED • VisionPlex Overview • Design Toolbox &

VisionPlex Assistant • Configuring Elements • Data Sources • Tips & Tricks

Using SmartPlex

The Plex Manufacturing Cloud can be at your fingertips where ever you go and you probably did not even know. There’s an app for that- SmartPlex! SmartPlex is the cloud in your hand. The phone/tablet app that enables you to quickly and easily access your Plex Cloud on the go. SmartPlex is already included in your subscription. Explore how to get started and how to do more. The power is literally in your hands.

• Get setup and operational with SmartPlex • Learn what is included in the SmartPlex app

• Understand how to troubleshoot and support others

• Explore the screens of: DCS, Worflow, Contacts, USRs, Directory, Expenses, and IntelliPlex reports

• Express your thoughts on how it can be improved or what the developers should work on next

VisionPlex Basics

VisionPlex Basics provides you with an introduction to VisionPlex and

discusses some of the basic design features. These features will help you get started designing your own VisionPlex screens.

• Understand an overview of VisionPlex (VP) and know how to identify VP screens.

• Perform tasks in VisionPlex such as designing and configuring elements • Work with data sources and execute functions with data

• Understand tips, tricks, error messages and additional resources

2 hrs 1 Day

SUPPLY CHAIN & PLATFORM

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Intro to IntelliPlex

This introductory course is designed to provide you with an overview of IntelliPlex navigation, security and execute basic tasks. You will build reports, charts, drill downs, and portals.

• Gain an understandiing of report formats and chart designs • Learn how to find the right data in Plex to meet your business

reporting requirements • Build reports

• Understand IntelliPlex formating and concepts

Mastering IntelliPlex

IntelliPlex provides you the reports you need when you need them. This course goes beyond our introductory course by drilling into more advanced topics such as report bursting, date filters, and uploading external data for reporting.

• Understand how to use dates to filter data • Upload external data for reporting

• Create advanced joins, drills downs and portals • Split single reports into subsets for distribution

TOPICS COVERED • Date filters

• Uploading external data • Report bursting • Joins • Drill Downs • Portals TOPICS COVERED • Report Building • Scheduling Reports • Drill Downs • Portals/Dashboards 4 hrs 1 Day 3 hrs 1 Day

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Labels in Plex

This class provides Plex users an understanding of labels in Plex. This training will teach you how to design labels, set label defaults, and understand how to override the defaults when necessary.

• Search the label library to find existing labels

• Learn how to use the Plex Label Designer to create your own labels • Comprehend the different label types and where to go to set the

defaults

• Discuss how to work with wireless printers

EDI Fundamentals

In this course, all users of Plex learn the basic terms and concepts of EDI and how it is used in Plex. The course explores the purpose of EDI, navigation of the EDI module, and how EDI is structured/used in Plex. This course serves as a prerequisite to the configuration EDI courses. It also explores the common errors users face. Participants receive assistance and have opportunities to practice troubleshooting the common EDI errors.

• Comprehend the purpose of EDI

• Understand the basic components of EDI • Reason out typical troubleshooting needs • Learn common terminology

• See a few of the EDI screens and settings

TOPICS COVERED • Label Library • Label Hierarchy • Label Defaults • Label Designer TOPICS COVERED • What is EDI • Trading Partners • Accums • Connection types • Logs • Schedules • Mailboxes • Notifications • EDI Screens 3 hrs 1 Day

SUPPLY CHAIN & PLATFORM

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Workflow in Plex

This interactive course teaches you the basics of workflow and its applications. Using group and individual exercises to not only build various workflows, but comprehend their purpose and best design practices. The Plex functionality is covered with stand-alone, integrated and advanced workflow setup. Then a follow up sharing session takes place every quarter to share your lessons learned with other students. • Provide an introduction to Workflow in Plex

• Design and map workflows

• Build and test a standalone workflow • Build and test an integrated workflow

TOPICS COVERED • Workflow Basics • Standalone Workflow Setup • Integrated Workflow Setup • Advanced Workflow Options

• Tokens & Specials • Conditions & Conditional

Statements

6 hrs 2 Days

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Accounting Payable & Receivable

This course is perfect for accountants and finance personnel. It provides a deeper dive into the Accounts Payable and Accounts Receivable.

• Discuss the tools and screens used to configure basic accounting functions

• Understand how AP invoices are created and paid

• Learn how the AR system processes shipments to create customer invoices

• Learn how journal entries are managed and tracked in Plex

Intro to Standard Costing

This course provides an introduction to Standard Costing in Plex. You will exit this training session with an understanding of Standard Costing, Cost Types and Standard Cost Activity Report (SCAR).

• Provide an understanding of the setup required to use Standard Costing in Plex

• Demonstrate how different types of transactions in Plex impact the costing system

• Discuss the different costing methods used in Plex and when each is typically used TOPICS COVERED • Payment Types • Adding Invoices • Paying Invoices • Customer Invoices • Creating Debit Memos • Identifying Credit Account • Identifying Debit Account • Credits

TOPICS COVERED • Overview of Standard

Costing • Cost Model

• Cost Account Setup • SCAR

• Inventory Validation • Cost Type Setup • Part Cost Setup

FINANCE & HR

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Time & Attendance Configuration

Calling all HR Personnel or Supervisors! If you are the designated person for managing and configuring time and attendance in your organization then you want this training. Plex Time and Attendance Configuration training will teach you how to setup time and attendance and the settings that impact functionality.

• See a high-level overview of the Time and Attendance module • Discuss points in relationship to time and attendance

• Create attendance schedules based on rules

• Become familiar with common settings used in time and attendance setup

• Review the supervisor’s role in approving or modifying records

Financials in Plex

This video training examines financial statements and how they are created in Plex. The training is designed for personnel who are responsible for accounting reporting within their organization. The videos include hours of learning with topics in classic and multi-level financials, financial reporting setup, how to build a financial statement and financial consolidation.

• Discuss the tools and screens used to configure basic accounting functions

• Understand how Plex uses Financials

TOPICS COVERED • Company Rules • Time & Attendance

Settings

• Time & Attendance Setup

• Point Setup Tables • Attendance Schedules • Timeclock Records • Attendance Summary TOPICS COVERED • Financial Statements • Report Setup • Linking Accounts • Consolidation Report • Adding Totals • Financial Consolidation • Account Setup 3 hrs 1 Day

FINANCE & HR

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EDUCATION SERVICES

Problem Control

Good quality is the cornerstone of any successful product and company.  Quality problems are, well… a problem.  They need to be placed under control, managed, dealt with, and prevented from happening again.  Leveraging the vast data and automation built in Plex provides the ability to control quality problems.  This course explains what it is, how it works, how to get the most out of the Problem Control system.

• Understand Problem Control in Plex

• Practice Designing and Building Problem Control documents • Get more out of Quality Problem Control elements

MRP/Scheduling Fundamentals

This Material Requirements Planning (MRP) and Production

Requirements Planning (PRP) Scheduling Fundamentals course looks at the various scheduling tools for planning in Plex. Beyond MRP and PRP, the course covers Dispatch List, Job Manager, and Capacity Planning. The focus is on the best practices surrounding scheduling in Plex and demonstrates simple variations and typical troubleshooting scenarios. • Provide an overview of planning tools

• Understand how to effectively use these tools to plan material and jobs in Plex

• Troubleshoot a few common basic scenarios

TOPICS COVERED • Problem Log • Problem Tables • 5 Whys

• Problem Records • Problem Control Setup • Tips and Tricks • Designing Forms TOPICS COVERED • Material Requirements Planning • Job Requirements Planning • PRP • Executive Dashboards • Dispatch List • Capacity Planning 6 hrs 2 Days 3 hrs 1 Day

MANUFACTURING

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EDUCATION SERVICES

Problem Control

Maintenance

This introductory course targets those who manage their work based on the Maintenance module in Plex and those who manage the schedules and preventative maintanence tasks in Plex. Learn at your own pace via the Personal Learning EXperience [PLEX] which simulates some of the steps and lets you navigate to the Maintenance topics you want to learn more about. Additionally, attend a Virtual Instructor Led Training for those times you want to learn as a group to discuss best practices, see demonstrations live, & practice with an instructor and others in a training environment. • Understand the basics and foundation of Maintanence in Plex • Practice some of the actions common within the module • Learn the common terms and settings

TOPICS COVERED • Sections • Workcenters • Jobs • Operators • Checksheets • Status • Inventory source • Scanning TOPICS COVERED • Equipment List • Preventative Schedules • Preventative Tasks • Work Requests • Reports • Notifications

Control Panel Basics

This introductory course gives a feel for the control panel and how it is used to record production. The user is in control of progressing the learning along a simulation of a typical production reporting process in Plex. Then participants can compare how the simulated Control Panel compares to the Control Panel at their plant.

• Understand the function of the Control Panel in Plex • Practice recording production

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EDUCATIONSERVICES@PLEX.COM Learn more

and get updated schedules in the Plex Community.