What Are Dependencies?
In Wello, dependencies refer to the relationships between different components of the system. Specifically how certain features or functionalities rely on the type of work order or equipment type being used. These dependencies are foundational to how Wello operates, ensuring that every action, form, or instruction is contextually relevant to the job and the equipment involved.
Let’s explore these dependencies in detail, starting with equipment type.
Equipment Type Dependencies
Many core features in Wello depend on the Equipment Type used. This dependency allows the system to be machine agnostic, meaning it’s designed to manage any kind of equipment, be it elevators, compressors, solar panels, or HVAC systems by tailoring its interface and required data to the specific equipment type.
Equipment Type Setup
To establish these dependencies, you must first set up your equipment types:
Go to Settings and click on Setup Equipment.
Navigate to the Equipment Type tab.
Use the plus icon to create the different equipment types your company services (e.g., HVAC, Solar Panels, Compressor).
Every equipment created in the system must be linked to an Equipment Type.
If you want a more detailed setup, you can also define the Brand and Model under the Brand and Model tab. While the system requires at least the equipment type to create an equipment, models require both a brand and an equipment type.
Key Features Dependent on Equipment Type
1. Equipment Custom Fields
Equipment custom fields allow you to capture detailed specifications for different equipment types beyond the default fields provided. This feature is essential for building equipment-specific spec sheets that reflect the unique data your organization needs.
Equipment custom fields are dependent on the equipment type. When you create a custom field, you must link it to a specific equipment type.
This ensures that when an equipment of a specific type is created on the portal, it will display the relevant custom fields in the extra tab for users to add detailed information.
Steps to Create Custom Fields for Equipment:
Go to Settings and click on Setup Equipment.
In the Custom Field tab, click the Add button in the top right.
Select the equipment type. This opens the creation page with two steps.
In the Composer tab, build your fields, then click Next.
Preview your custom fields and click the Create button to finalize.
You can also create global custom fields that apply to all equipment types, useful for shared attributes like power source type or temperature range.
2. Equipment Model
An Equipment Model is dependent on both the Equipment Type and Brand.
Creating an equipment model in Wello requires two prerequisites: an equipment type and a brand.
A model represents a specific version of equipment and inherits its identity from the type it belongs to and the manufacturer that produces it. For example, if you're servicing HVAC systems, brands like LG, Daikin, or Carrier may each offer multiple models. That’s why Wello enforces this structure, ensuring every model is properly categorized.
Warranty Period Depends on the Model
Warranty tracking in Wello is tied directly to the model, not just the equipment type. You can only assign a warranty period to an equipment if it has a model defined. This is intentional and logical—warranty terms are typically set by manufacturers per model, not per general equipment type.
For instance, LG might offer a 5-year warranty on the “Art Cool Mirror” model but only a 3-year warranty on another HVAC model. Without specifying the model, there’s no way to accurately track or enforce warranty coverage. That’s why Wello locks warranty configuration behind the model setup.
So, if you're trying to add warranty information to an equipment record, you’ll need to:
Select the equipment type (e.g., HVAC)
Add the brand (e.g., LG)
Define the model (e.g., Art Cool Mirror) and assign the warranty period to that model
This layered dependency ensures that warranty tracking is precise and reliable.
Steps to Create a Model for an Equipment Type and Brand:
Go to Settings and click on Setup Equipment.
In the Model tab, click the plus icon.
In the Select type and brand section, select the required Equipment Type and Brand.
In the Model information section, include all details such as the model name, code, description, Warranty Period, End of support from, and Unavailable from.
Click Save.
3. Bill of Material (BOM)
The Bill of Material in Wello is a structured list of all the parts or components that make up a specific equipment. This ensure that technicians know exactly what parts are involved when servicing an equipment.
However, BOM creation is dependent on the equipment’s model, not just its type or brand only. This is because even within the same equipment type and brand, different models can have entirely different internal components.
For example, two HVAC units from LG may share the same brand and type but have different compressors, filters, or control boards based on their model.
Steps to Create a Bill of Material:
Go to Settings and click on Setup Equipment.
In the Bill of Material tab, click the Add button.
Select the required Equipment Type, Brand, and Model.
Click on Plus (+) parts and select a group( make sure you have created a group in the Bill of material group tab). This opens a product panel for you to add parts.
Search for products, and use the Pen icon on a product to edit it, enter the quantity, and click the Mark icon (✓). Add as many parts as needed.
Save and close the product panel, then click Save to finalize the BOM.
Work Order Type and Its Dependencies
In Wello, work order types define the nature of the jobs your business performs, such as inspections, certifications, maintenance, repairs, retrofits, or diagnostics. Because Wello is machine-agnostic, it doesn’t assume what kind of services your organization provides. Instead, it gives you the flexibility to create work order types that match your operations.
Work order types are more than just labels, they influence how other features behave and interact across the system. Several key features in Wello depend on the work order type, including forms and work instructions.
Steps to Create a Work Order Type
Go to Settings and click Work Orders.
Navigate to the Type tab and click the plus Add button in the top right corner.
Fill in all the required field on the creation page and click the Save button.
Key Features Dependent on Both Work Order Type and Equipment Type
The following features create a crucial link between the nature of the job and the equipment it's being performed on.
1. Forms
A Form in Wello is a customizable digital document that technicians fill out during a job. These can include: safety forms, completion forms, inspection forms, certification forms, measurement forms and so on.
Form is dependent on both the Work Order Type and the Equipment Type. When creating a form, you must select:
The applicable equipment type.
One or more Work Order Type(s).
This dual dependency ensures that the form is relevant to the specific job and the equipment being serviced. For example, an inspection form for HVAC systems will differ from an inspection form for solar panels.
For a complete breakdown on how to create a form, see How to create a form with the form builder?
2. Work Instructions
Work instructions are standard step-by-step procedures or checklists that guide technicians through a job. These instructions also depend on both the equipment type and the work order type.
For example:
If a technician is inspecting a controller, the checklist will include inspection-specific steps.
If the task is calibration or maintenance, the instructions will be tailored to those activities.
This ensures that every work order is supported by clear, relevant instructions based on the job type and the equipment involved.
To see how work instruction is build in Wello, refer to Creating work instructions or checklists
By fully understanding these dependencies, you can utilize Wello flexibility to efficiently manage any equipment and job type your business handles.