# Plex Go-Live Readiness Sign-Off Template

> Source: https://netray.co/tools/plex-go-live-readiness-signoff-template
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: Free Tools

## Short answer

Go or no-go document for a Plex site rollout covering data, training, integrations, shop floor hardware, support and rollback, with sign-off lines.

## Category

mes-shop-floor

## Erp

Plex

## Industry

Discrete Manufacturing

## Audience

- Plant manager
- ERP project manager
- Plex administrator

## Tool

**Kind:** template

**Output:** document

**Fields:**

#### Site name

**Key:** site

**Type:** text

**Default:** Plant 2, Greenville

#### Planned go-live date

**Key:** golive

**Type:** date

**Default:** 2027-03-08

#### Go/no-go meeting date

**Key:** meeting

**Type:** date

**Default:** 2027-03-01

#### Go-live lead

**Key:** lead

**Type:** text

**Default:** A. Morgan

#### Plex scope going live

**Key:** scope

**Type:** textarea

**Default:** Production control, workcenter data collection, inventory tracking, quality checks, shipping

#### Shop floor devices

**Key:** devices

**Type:** textarea

**Default:** 14 workcenter tablets, 6 barcode scanners, 4 label printers

#### Rollback trigger

**Key:** rollback

**Type:** textarea

**Default:** More than two production lines unable to record output for over one shift, or inventory accuracy falling below the agreed threshold after first cycle count.

#### Hypercare period

**Key:** hypercare

**Type:** select

**Options:**

- 2 weeks
- 4 weeks
- 6 weeks
- 8 weeks

**Default:** 4 weeks

**Blocks:**

#### Go-Live Readiness Sign-Off

**Body:** Site: {{site}}
Planned go-live: {{golive}}
Go/no-go meeting: {{meeting}}
Go-live lead: {{lead}}

#### Scope going live

**Body:** {{scope}}

#### Readiness criteria

**Table:**

**Columns:**

- Area
- Criterion
- Status (Ready / At risk / Not ready)
- Owner

**Rows:**

**0:** Data

**1:** Final mock reconciled and signed by data owners

**0:** Data

**1:** Opening inventory and open orders loaded and checked

**0:** Training

**1:** All users trained and roles assigned

**0:** Integrations

**1:** Interfaces tested end to end including error cases

**0:** Shop floor

**1:** Devices installed, labelled and tested: {{devices}}

**0:** Network

**1:** Wireless coverage tested at every workcenter

**0:** Support

**1:** Hypercare team and escalation path published

**0:** Process

**1:** Downtime and scrap reason codes confirmed

**0:** Finance

**1:** Costing and period close approach agreed

**0:** Cutover

**1:** Cutover plan rehearsed with timings

#### Open issues going into go-live

**Table:**

**Columns:**

- Issue
- Severity
- Workaround
- Owner
- Due date

**Rows:**

#### Rollback plan

**Body:** Rollback trigger:
{{rollback}}

Decision authority: the plant manager with the go-live lead. Rollback steps, data re-sync approach and communication plan are documented in the cutover plan and have been reviewed by all signatories.

#### Hypercare

**Body:** Hypercare period: {{hypercare}}. During hypercare the go-live lead reviews open issues daily and reports to the plant manager. Exit from hypercare requires closure of all severity 1 and 2 issues and handover to normal support.

#### Decision

**Body:** Decision at go/no-go meeting (circle one): GO / GO WITH CONDITIONS / NO GO

Conditions, if any:

#### Sign-off

**Signatures:**

- Plant manager
- Go-live lead
- IT manager
- Quality manager
- Finance controller

**Notes:** Adapt the criteria to your Plex scope and local procedures. A criterion marked Not ready should have a named owner and a date, and the decision should be recorded even if the answer is no.

## Content

**Intro:** A go or no-go meeting is only useful when everyone answers the same questions. This template turns your Plex readiness criteria into a one-page sign-off with owners, open issues, rollback trigger and decision.

**Sections:**

#### How to use the sign-off

**Body:** Fill the site details and the scope that will go live, then print or export the document before the go/no-go meeting. Walk the readiness table row by row and mark each item Ready, At risk or Not ready, with an owner. Capture open issues with workarounds. At the end, record the decision and conditions, and collect signatures from operations, IT, quality and finance, not only the project team.

#### What readiness really means

**Body:** Readiness is not that the software works in test. For a shop floor system it means data is reconciled, users can log in with the right role, devices are physically installed and tested at each workcenter, wireless coverage holds under load, and the plant can operate on day one without waiting for the project team. Include the finance close approach because costing questions surface within weeks.

**Bullets:**

- Test devices on the real shop floor, not in the office.
- Rehearse cutover with actual timings.
- Confirm who answers the phone during the first shift.

#### Rollback and hypercare

**Body:** Agree the rollback trigger before go-live, in measurable terms, when emotions are calm. For a rollout that replaces an existing system, rollback means keeping the old process alive long enough to resume, and re-syncing whatever was recorded in the meantime. Hypercare should have named people on each shift, a daily issue review and clear exit criteria.

#### Common mistakes

**Body:** Teams treat the meeting as ceremony and approve with unresolved risks. Others forget the second and third shifts, which meet the system with the least training. Do not mark a criterion Ready on the project team's word alone: ask the process owner. Finally, avoid vague conditions such as 'monitor closely' and use dated actions.

**Cta:** Netray can help monitor the first weeks after go-live by building read-only dashboards on your ERP and MES data that surface missing transactions and inventory discrepancies.

**Faq:**

#### Is this an official Plex document?

**Answer:** No. It is an independent template that reflects common go-live practice for manufacturing systems. Adapt it to your Plex scope and your implementation partner's methodology.

#### Who should sign?

**Answer:** Operations leadership, IT, quality, finance and the go-live lead at minimum. If a department that must live with the system does not sign, the decision is not really shared.

#### What does GO WITH CONDITIONS mean?

**Answer:** It means go-live proceeds provided specific dated actions complete, such as closing a named defect or finishing training for a shift. Conditions must be written, owned and checked.

#### How long should hypercare last?

**Answer:** It depends on site complexity. Two to eight weeks is common. Set exit criteria such as no open severity 1 or 2 issues and stable daily transaction volumes instead of relying only on elapsed time.

## Search terms

plex go live checklist, go live readiness template, erp go no go template, plex smart manufacturing implementation, mes go live sign off, plex rollout plan template

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