Plex TrainingPlex Training

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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 Logging on to Plexto Plex

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How to get to Plex

Shortcut to Plex from Desktop

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• 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

Log On Window

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• Your User ID is needed, THEN click “Forgot Password”

Forgetting Password

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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.

Forgetting Password, cont

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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 PanelControl Panel

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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 Logging into a Workcentera 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 Loading a JobJob

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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

Loading the Workcenter with the scanner will ensure that correct parts are used when completing the operation.

It will be very important to scan and verify each item, as the system does not record anything after

the incorrect item.

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• 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.**

Current Work Around Procedure

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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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If a Checksheet is required at this time, it must be filled out

before this step can be completed.

(this will be covered next)

• Click on the “Workcenter Status” Panel

• Select “Run”

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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 Filling out a ChecksheetChecksheet

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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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Checksheets has to be completed prior to moving on, the system will not allow status

changes without completion.

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.

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Notes can be left for the

part or for the Job on the

Checksheet

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Viewing Viewing PrintsPrints

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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 Recording ProductionProduction

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• 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.

Record Production and Scrap in separate actions, otherwise one will be lost.

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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 Container Utilities MenuUtilities 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 Unloading a WorkcenterWorkcenter

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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 Other Functions of Functions of the Container the Container Utilities MenuUtilities Menu

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It is important to use the scanner whenever possible, this greatly reduces inventory errors and mistakes!!

(and it is much, much easier!!)

Move a Container

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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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• Scan the label of the container to be split

• Enter the quantity of the new container

• Click “Split”

• The new tag will print automatically

Make sure and Label the new

Container!

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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 Do’s and Don'tsDon'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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DoUse 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.