To initiate a review cycle in your project account after uploading your documents:

• How to successfully submit your WELL at scale documentation

  Follow the steps below to submit your WELL documentation for review after you have finished uploading your documentation.

  Review the WELL Dashboard

  Locations tab

  Before you submit your documentation:

  • Review and confirm that all the relevant information under the WELL at scale dashboard Locations tab is accurate, as it will be listed in your review scoresheet and report. The Locations tab should not be edited while a review cycle (rounds one through two) is in progress. If any information needs to be updated, read about how to edit your subscribed locations.
    • Your subscription must include at least 5 locations in order to submit for review per the Program Guidebook. If your subscription includes fewer than 5 locations, add additional locations before submitting for review.
    • If your organization has a WELL at scale account and a separate Ratings account, the locations included in both accounts must match.
  • Review your selections on the Target & Achievements page. Make sure your selections accurately reflect the achievements that you will target in this review cycle and update your targets if necessary.
  • Review the information under the Required, Owner, and Additional tabs for accuracy, including the following:

  Required

  • Project name
  • Project area
  • Project address
  • Is this project public?

  Owner

  • The Owner Organization should be the name of the legal entity to which the location belongs

  Additional

  • Estimated number of occupants
  • Is your project targeting any milestones? Be sure to check the "Target for this review cycle" box if applicable.
  • Is the project undergoing construction or major renovation?
  • Does the project contain commercial kitchen and commercial dining?
  • Does the project contain outdoor space?

  Other administrative actions:

  1. Sign the WELL Agreement, accessible on the right side of your dashboard. (This must be signed before documents can be uploaded.)
  2. Confirm which addenda version you have used for your subscribed locations. You can find this information in the Addenda column on the Locations tab.
  3. You can upgrade your subscribed locations’ addenda version at any time–go to the Support tab then click Version Upgrade.

  Documents Library

  • Make sure that all documents to be reviewed have been uploaded and assigned to the relevant locations and feature parts in your WELL scorecard. Confirm there are no open Tasks for features that are targeted for achievement in this review cycle (check your “Tasks” in the Document Library to see if there are any documents outstanding).

  Ratings Scorecards

  • If you are pursuing Ratings, ensure that documents to pursue any Ratings in the review cycle are uploaded and assigned in the relevant Ratings tab scorecard in the dashboard. Review the Health-Safety Rating alignment tool, Performance Rating alignment tool or Equity Rating alignment tool to see what points can also be earned in the WELL v2/v2 pilot scorecard and upload/assign that same document there, if desired.

  Uploading performance testing results

  1. If you are submitting performance testing data from an approved Performance Testing Provider as a part of this review, confirm that:

  2. Performance testing data and files have been uploaded and tagged to relevant features and locations.

  3. All supplemental documents have been uploaded by the performance testing provider to the relevant features: equipment calibration certificates, field photos of equipment setup, raw performance test data, and a completed Performance Testing Submittal sheet.

  Uploading your review info form

  Two weeks before submitting your documentation for preliminary review, you must complete the review information form and submit it to your coaching contact via the Support tab.

  Submitting documentation

  When you are ready to submit documentation for review, follow the steps below. Note that only a team administrator or team manager can submit.

  1. Go to the Reviews tab in the dashboard.
  2. Click "Submit review".
  3. On the submit review pop-up, select all programs that are included in your review (Certification and/or Ratings) and add any notes you would like to include for the reviewers.
  4. Review the "WELL achievements targeted in this Review Cycle" section for accuracy. Click "Download targets" to see targeted milestones by location or "Update targets" to make changes. Learn more about updating milestones.
  5. Add comments if needed, then click "Submit".
  6. If submitting documentation for Core properties, ensure that you have reviewed the WELL Core guidance.

  The project administrator will receive a confirmation email stating that the submission has started and your review is ready to begin.

  During the review cycle, the WELL Review team will evaluate the documents that were submitted in this review cycle. See the flow of this process below:

  

  After documentation submission

  The WELL Reviewers will respond with comments within 25 business days of the review beginning, and they will indicate whether documentation and/or testing results for each feature are satisfactory. Your WELL team will have an opportunity to amend existing documents or submit additional materials for a second-round review.

  Submit for your second round of review or accept results as final

  When you are ready to submit for the second round of review, follow these steps:

  1. 1. Open your Reviews tab
     2. Click the 'eye' icon in the Actions column to view your review.
     3. Click "Initiate Round 2 Review."
     4. Alternatively, if you are happy with your round one results and wish to forfeit your second round of review in this review cycle, click "Accept as final."

  

  The WELL Reviewer will respond with the results of the second-round review by issuing the WELL Report within 25 business days. These two review rounds are included within one complete review cycle. Learn more about organizations subscribed to WELL at scale who have received WELL Scores.

  After you have submitted for review, you will be unable to perform the following actions until your review is complete:

  • Change location names
  • Submit another review (you cannot have two review cycles at the same time)
  • Add new documentation (it will not be included in current review)
  • Submit performance testing data
  • Add or remove properties

  Any other location data changes must be requested and coordinated through coaching contact.

• Once you have uploaded all of the supporting documentation into your WELL Rating account, you’ll be ready to submit for review.

  How to submit your project for review

  1. Click Review in the left-side menu > Submit Review.
  2. Select the appropriate review phase. If you are submitting your project for the first review, select Preliminary. If you are submitting it for the second review cycle, select Final.
  3. Add any necessary comments for the reviewers regarding your submission.
  4. Click Submit.

  Troubleshooting review submission

  If you are having trouble submitting for review, please consider the following:

  • Only team members with Manager or Administrator permissions may submit projects for review.

  • Reviews can only be submitted once all required location information has been uploaded into the Locations tab.

• 1. Click Reviews in the left menu bar.

  2. Click + Submit Review > click Add New.

  3. Select the review phase from the drop-down menu.

  4. Add any comments for the reviewer.

  5. If you have opted in to any WELL Ratings and are submitting for Rating and Certification review simultaneously, check the appropriate boxes as shown below.

  6. Click Submit.