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Showing posts from December, 2025

Ticket Triage for Plex ERP: How Small BA Teams Decide What Gets Fixed First

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It is 7:40 am on a Monday morning and your inbox already has four Plex problems in it. A supervisor at one plant cannot print labels. An accountant at another company cannot close last month's books. Somebody - you are not sure who - reports that "Plex is slow." And a text message from a plant manager says a workcenter stopped recording production two hours ago. Four tickets. One of you. Which one do you touch first? If your answer is "whichever one I saw first" or "whoever is loudest," you do not have a support process - you have a reaction process. The fix is an old idea borrowed from emergency medicine: triage . This article covers what ticket triage is, why it pays for itself in a Plex ERP environment, the five-step pass I recommend for every incoming ticket, and the specific challenges that hit small Plex business analysts who support more than one company, in more than one location, at the same time. Listen to the podcast version of this post:...
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The Business Case for Using the Plex ERP Checklist Module

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The Plex ERP Checklist Module enables manufacturers to transform repetitive tasks, audits, and projects into structured, trackable digital checklists directly linked to Plex workflows. This system not only improves efficiency but enhances accountability and quality across various manufacturing processes. What Is the Plex Checklist Module? The Checklist module allows manufacturers to create reusable templates for checklists which can be utilized in various processes, projects, or workflows. Each checklist features a title, is built using a form designer complete with questions and required fields, and can be designed to span extended periods for activities such as audits or projects. Key Concepts Checklist Templates : Customizable forms structured for recurring processes like audits and maintenance. Checklist Instances : Specific uses of a template associated with a workflow action or event. Status & Review Defaults : Predefined statuses ensure a smooth operational flow when the ...
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