Optional, Hands-on Workshops

(current Plex users only, additional registrations fees apply)

Optional workshops are structured to take a deep dive into topics through hands-on interaction and experiential learning exercises.

Who Should Attend: Optional, hands-on workshops are open to current Plex users only
 

Monday, April 25

9:00 a.m. – 12:00 p.m.

A Walk Down the Critical Path (Classic)

Mike Fallon, Training Consultant, Plex

Take a guided tour around the Plex neighborhood. In this class you will be provided with a training environment used to complete transactions typically done in each phase of the Critical Path. You will enter Purchase Orders and receive material; create jobs and record production; enter Customer Orders and ship product. There will be discussion around pricing methods, security, menu structure and configuration considerations. A focus on troubleshooting, risk mitigation, process improvement and integration are also elements of the class. This is your best time to learn and appreciate the system from end to end.

9:00 a.m. – 12:00 p.m.

IntelliPlex Basics

Jenita Davis, Instructional Designer, Plex

In this interactive course, you'll be introduced to the IntelliPlex tool through discussion and exercises in Plex. You'll learn the fundamentals of using IntelliPlex, including navigation, security and how to set up basic reports. Exercises include building reports, charts and portals, as well as creating drill-downs and report scheduling.

*Please arrive 15 minutes early to set up your laptop and login to IntelliPlex before class begins.

9:00 a.m. – 4:00 p.m.

Workflow Design and Management

Mike Fallon, Training Consultant, Plex
Neal Rowland, Curriculum Developer, Plex


Back by popular demand, the Workflow class guides you through the workflow module of Plex, as well as the rationale behind building solid, effective workflows. Learn the best practices and setup of both standalone request based workflows and integrated workflows. Confidently produce your own workflows using common, realistic scenarios. Even extend and optimize your workflows with tokens, specials, conditions, and other built-in features.

9:00 a.m. – 4:00 p.m.

SQL Basics in Plex

Jason Runyon, Customer Care Consultant, Plex

Are you interested in doing more with your Plex data? Curious to know what SQL is? Even more interested in learning how Plex uses SQL? This class is your opportunity to roll up your sleeves and see what it is, how the relational databases are organized in Plex, and explore some potential uses. You will learn the basic syntax and structure of SQL, then apply your knowledge to construct your own SQL queries, stored procedures, and reports – both in VisionPlex and in IntelliPlex. 

1:00 p.m. – 4:00 p.m.

Maintenance Basics

Heather DeLong, Customer Care Consultant, Plex
Neal Rowland, Curriculum Developer, Plex


Maintaining good working equipment is a crucial component of a successful manufacturing environment. A well-oiled machine is key. In this session, you'll learn the concepts and various aspects of the Maintenance modules in Plex. Knowing how to best leverage Plex to ensure all your materials and equipment stay in good working condition is key to your long term success. Learn the possibilities and the basic operations within Maintenance. Understand basic configurations and setup of equipment lists, work requests, and scheduling preventative maintenance. Apply your learning to your work environment.

1:00 p.m. – 3:00 p.m.

IntelliPlex Portal Fundamentals

Jenita Davis, Instructional Designer, Plex

This hands-on course will give you an understanding of how portals are used and the benefit of using portals to showcase important data. Learn how to use the new pre-built Plex examples to turn reports and data into dashboards and customize your portal using settings and options.

*Please arrive 15 minutes early to set up your laptop and login to IntelliPlex before class begins.

 

Thursday, April 28

9:00 a.m. – 11:00 a.m.

IntelliPlex Portal Fundamentals

Jenita Davis, Instructional Designer, Plex

This hands-on course will give you an understanding of how portals are used and the benefit of using portals to showcase important data. Learn how to use the new pre-built Plex examples to turn reports and data into dashboards and customize your portal using settings and options.

*Please arrive 15 minutes early to set up your laptop and login to IntelliPlex before class begins.

9:00 a.m. – 12:00 p.m.

A Walk Down the Critical Path in Plex UX

Mike Fallon, Training Consultant, Plex

Take a tour around the new Plex UX version of the neighborhood where we will complete transactions typically done in each phase of the Critical Path. You will enter Purchase Orders and receive material; create jobs and record production; and enter Customer Orders and ship product. There will be discussion around pricing methods, security, menu structure, and configuration considerations. A focus on troubleshooting, risk mitigation, process improvement, and integration are also elements of the class. This is your best time to learn and appreciate the new Plex UX system from end to end.

9:00 a.m. – 12:00 p.m.

Project Management Awareness

Neal Rowland, Curriculum Developer, Plex

This workshop brings all the complex industry best practices of project management into a fun, simple, engaging session. This session was designed and developed to bring project considerations and concepts to life. All organizations must take on projects to improve and grow. This is the best chance to appreciate what elements make up successful projects and what you should be aware of as you venture into managing your own projects within your organization.
NOTE: This session does not use Plex or any of its modules.