# On and Off-hire Maintenance Jobs

On and off-hire maintenance jobs are automated maintenance tasks generated by the system when equipment is either **On-Hire** which is sent out for a rental  or **Off-Hire** which is returned from a rental.

To automate **Maintenance Job Creation** during equipment **Hire and Return**, this will show how to configure templates and triggers.

## Creating a Maintenance Job Template

This section is done in the EPICOR Kinetic Maintenance Module.

To automate maintenance workflows such as On/Off Hire inspections, you must first create a Master Job Template. This template acts as the blueprint from which future live maintenance jobs will be copied.

<figure><img src="/files/1P71ze8G1ODMsAA0ErCP" alt=""><figcaption></figcaption></figure>

#### Job Detail Section

| **Section**       | **Field**       | **Detail**                                      |
| ----------------- | --------------- | ----------------------------------------------- |
| Job               | Job             | The unique identifier for this maintenance job. |
| Scheduling        | Priority        | The urgency level assigned to the job.          |
|                   | Schedule Locked | Check-box                                       |
| Equipment Details | Equipment ID    | The specific asset being serviced.              |
|                   | Description     | Description of the asset.                       |
|                   | Location        | Where the equipment is physically located.      |
|                   | Model           | The manufacturer model number.                  |
|                   | Serial Number   | The unique serial ID of the unit.               |
|                   | OEM             | Original Equipment Manufacturer.                |
| Dates             | Required By     | The deadline for the job.                       |
|                   | Start           | The scheduled start date.                       |
|                   | Due             | The scheduled completion date.                  |
| Project           | Project ID      |                                                 |
|                   | Project Phase   | Drop-down                                       |
| Status            | Template        | Check-box                                       |
|                   | Engineered      | Check-box                                       |
|                   | Released        | Check-box                                       |
|                   | Hold            | Check-box                                       |
|                   | Preventative    | Check-box                                       |
|                   | Machine MES     | Check-box                                       |
|                   | Mass Print      | Check-box                                       |

## Assign Template in ERM Equipment Maintenance <a href="#assign-template-in-rms-equipment-maintenance" id="assign-template-in-rms-equipment-maintenance"></a>

{% hint style="info" %}
This screenshot shows the Maintenance tab in the Equipment screen in ERM.
{% endhint %}

<figure><img src="/files/N2O5RPXAnlFOIwt81B0l" alt=""><figcaption></figcaption></figure>

## Triggering the Maintenance Template in ERM

This process automates the creation of maintenance jobs when equipment is On Hire or Off Hire. It involves creating a master template in Kinetic and linking it to specific triggers within ERM.

<figure><img src="/files/bwmzuh1r4BxrhXziKAFW" alt=""><figcaption></figcaption></figure>

Refer to the information on triggers accordingly:

#### Triggers <a href="#triggers" id="triggers"></a>

ERM has triggers that invoke the maintenance job creation, below are the types of maintenance job triggers ERM supports:

**Confirm On-Hire**: Maintenance Job will be created when the Confirm On Hire button is pressed on the Logistics Dashboard

**Confirm Off-Hire**: Maintenance Job will be created when the Confirm Off Hire button is pressed on the Logistics Dashboard

#### Required By Dates <a href="#required-by-dates" id="required-by-dates"></a>

ERM automatically sets the **Required By** date on the **Maintenance Job** based on the bookings in ERM.

* **On Hire Confirmation**: The required date is set to the **on hire date** of the booking
* **Off Hire Confirmation**:
  * If there’s a **future booking**, the required by date is set to the **next booking’s on hire date**
  * If there’s **no future booking**, the required by date defaults to **2 days after the return date**

## Scheduling Maintenance Jobs <a href="#scheduling-maintenance-jobs" id="scheduling-maintenance-jobs"></a>

### In Kinetic

Scheduling Maintenance Jobs is to assign a specific completion timeframe to a maintenance job within Kinetic. Proper scheduling ensures the job is tracked correctly on the timeline and resources are allocated effectively.

<figure><img src="/files/4LPzNbHsHm6axDG3ppSQ" alt=""><figcaption></figcaption></figure>

#### Scheduling Options Section

| Field                         | Details                                                                                                                             |
| ----------------------------- | ----------------------------------------------------------------------------------------------------------------------------------- |
| Schedule                      | The scheduling direction is set to calculate backwards from a due date.                                                             |
| Start Date                    | The proposed start date for the job.                                                                                                |
| Start Time                    | The start time (midnight).                                                                                                          |
| Due Date                      | Action Item: This field is highlighted in a red box, indicating it is the critical field to update based on the "Required By" date. |
| Due Time                      | The time the job is due.                                                                                                            |
| Override Material Constraints |                                                                                                                                     |
| Finite Capacity               |                                                                                                                                     |
| What-If-Schedule              |                                                                                                                                     |
| Recalculate Expected Yield    |                                                                                                                                     |
| Minimize WIP                  |                                                                                                                                     |

#### Multi-Job Section

| Field              | Details   |
| ------------------ | --------- |
| Schedule Multi-Job | Check-box |
| Schedule Type      | Drop-down |
| Ignore Locks       | Check-box |

#### In ERM

This process utilizes the standard scheduling workflow for Maintenance Jobs in Kinetic but requires specific date configurations to align with ERM deadlines.

{% hint style="info" %}
This screenshot shows that the red in the timeline view are maintenance jobs.
{% endhint %}

<figure><img src="/files/tmOcRkonv67SaAlAyq5c" alt=""><figcaption></figcaption></figure>


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