You may update the milestones you are targeting at your subscribed WELL at scale locations at any time. You can update your targets individually by location or via bulk upload.

• 1. Open the Location tab within your WELL at scale account.
  2. Go to the ‘Targets and Achievements” sub-tab. 
  3. Click the pencil icon next to the location you want to edit.
  4. Check the boxes next to all of the milestones you are targeting at this location.
     • For recertification or renewal, indicate the target program (e.g., select Health-Safety Rating for a Health-Safety Rating renewal).
     • For WELL Certification or recertification, choose the level of Certification you are targeting as well.
     • Check the “Target for this review cycle” box under each selected milestone if you are targeting the milestone at this location during your next review.
       • Note: do not indicate that you are pursuing both Precertification and Certification at the same location during the same review cycle.
  5. Click ‘Update’ to save your changes.

  

• 1. Open the Locations tab in your WELL at scale account.
  2. Click the ‘Import’ button.
  3. Click ‘Update your targets’ then click ‘Bulk_Target_Update.xlsm’ to download the import spreadsheet.
  4. Open the spreadsheet.
  5. Update columns J-S for each location to indicate if you are targeting each milestone at a location, and if you are targeting the milestone for the next review.

     • If you are not targeting a milestone at a location, leave it blank–you do not need to enter “No.”

  6. Once you have finished updating the spreadsheet, save the file.
  7. Upload the updated spreadsheet from the Import page. You can either click the ‘Upload a file’ button or drag and drop the file from your computer.
  8. Click ‘Next.’
  9. Verify that the columns match correctly–i.e., make sure the Project Name column is matched to the column on the spreadsheet that contains the project name. Check “Don’t overwrite existing value” for any fields that you do not want to update. Click ‘Next.’
  10. Review the data and click ‘Finish import.’
  11. You will receive an email confirmation when the upload is complete.