The project/portfolio administrator or team manager may add new locations to their WELL at scale subscription or WELL Rating account from the Locations tab of the WELL account at any time other than during an active review cycle (e.g., for WELL at scale subscriptions, you cannot add locations during a review round or between round 1 and round 2 of the review cycle). The steps below apply to both WELL at scale and WELL Ratings.

• 1. Click +Add New > Add location.
  2. Complete all required fields (indicated with an *) on the Required and Owner tabs, along with any information you would like to provide on the Additional tab.

     • Project names must be unique. When naming your locations, consider giving them a descriptive name like an address, especially if you have multiple locations in the same city (e.g., IWBI Office 220 5th Av. instead of IWBI New York)

     • If your location does not have a postal code, put a - in the postal code box.

     • No special characters are allowed other than:

       • _ (underscore)

       • - (dash)

       • @

       • .

     • (WELL at scale Enterprise subscribers only) Choose the correct legal entity in the 'Owner' section. If the new location that you are adding belongs to a legal entity that is not currently listed on the Edit tab, add the new legal entity there first.

       • If you need to change the scope of your subscription as a result of adding new locations, inform us via the Support tab (e.g., your subscription previously only included a subset of a legal entity, but after adding the new locations it now includes the entire legal entity).

       • You cannot change a location's address or ownership type once it has been added. If any changes are needed, contact your coach via the Support tab.

  3. (WELL at scale only) If you are targeting any milestones at this location (Precertification, Certification or a WELL Rating), go to the 'Additional' section and check the appropriate boxes under 'Is your project targeting any milestones?' If you are targeting this milestone for your next review cycle, check the 'Target for this review cycle' box.

  4. Click the 'Update' button to save your changes.
• 1. Click Import.

  2. In the “Create new locations” section, click to download the Excel template spreadsheet, or download the templates linked below–be sure to choose the correct version for imperial or metric measurements depending on your needs.

  3. Open the spreadsheet and fill in the requested information–reference the Instructions tab of the spreadsheet as needed. Columns marked with an * are required. Do not delete any columns from the spreadsheet.

     • Columns marked with an * are required.
     • In column B (project name):

       • Do not use special characters other than _ - . @

       • Each project name must be unique; duplicate project names will result in an error when importing your new locations

     • If a location does not have a postal code, put a - in the corresponding cell in column F

     • Use the dropdown menu in column G to select Country/Region. After you have chosen a country/region, use the dropdown in column E to choose a state/province.

     • (WELL at scale only) If you need to change the scope of your subscription as a result of adding new locations, inform us via the Support tab (e.g., your subscription previously only included a subset of a legal entity, but after adding the new locations it now includes the entire legal entity).

  4. Upload the completed file and click Next.
  5. Verify that the columns match correctly–i.e., make sure the Project Name column is matched to the column on the spreadsheet the contains the project name.

  6. Click next. Verify that the information in the “Preview the information here” table is correct.

  7. Click Finish Import.

  8. The project administrator will receive an email confirmation when the upload is complete.

Important additional information for WELL at scale subscribers

For WELL at scale accounts at the Enterprise level, the subscribed locations should continuously and accurately reflect the legal entity’s inventory of properties. Please see the WELL Program Guidebook for details on which locations must be included and in what timeframe. Subscription fees are assessed annually based on the number of subscribed locations.

To add locations that already exist in WELL Online to your subscription (e.g. locations that are already pursuing or have achieved a WELL Certification or WELL Rating) or to remove locations, contact your coach via the Support tab.

You cannot change a location's address or ownership type once it has been added. If any changes are needed, contact your coach via the Support tab.

• rating-locations-sqm.xlsm 400 KB
• rating-locations-sqft.xlsm 400 KB
• subscribed-locations-sqm.xlsm 800 KB
• subscribed-locations-sqft.xlsm 800 KB