Once a Scope is determined and confirmed for your company, your Company details page will be incorporated into the Company & entity detail page which requires additional attention.
You can see if a scope is confirmed for your company if you have completed all necessary steps of the Setup page.
The scope is a key aspect of your certification as it determines what entities and locations are part of the assessment considerations and responses.
Please make sure that all sections of your Company & entity detail page are updated with the relevant information as this is key to the audit phase.
If your business is listed to have multiple locations for your workforce, you must provide a completed Site List.
The site list is a table of different locations of all operational facilities among the entities in scope.
The information required is available by download in the Company & entity detail page and is listed below.
Description of the Sites File Columns:
Sites File Column | Description (available) |
Legal entity | Please add the full legal name to which the site belongs. |
Name | Add the full site name as used in your evidence documents. |
Code | Add a unique identifier code for each site here and use the same in your evidence. |
| Site Type | Identify the main purpose of the site (Examples: Headquarters, Distribution Center, Warehouse, Manufacturing Site, Office, Branch Office, Research Facility, Hotel, Store). |
| Status | Identify whether the site is active and therefore auditable or not (Examples: Active, Closed, Sold, Inactive, Coming, Newly acquired (less than 12 months ago), Other). |
| Description | Describe the main activities done at this site. |
| Street | |
| Unit | If the site does not have a unit associated, leave this column blank. |
| City | |
| State | |
| Postal Code | |
| Country | |
| Size | Add size of site in square meters. |
| Employee Headcount | Add the total count of employees working at the site. |
| Contact Person | |
It is best to use the downloadable file and provide the table in the provided format in order to provide all necessary information for the auditing process.
How to Complete and Upload the CSV Template:
Follow the steps below to successfully download, fill out, and upload your .csv file.
1. Download the template
Click Download CSV Template.
Save the file to your computer.
Do not change the file format (it must remain .csv).
2. Open the file correctly
You can open the CSV template using:
Microsoft Excel
Google Sheets
Apple Numbers
Any spreadsheet software
Tip: If you use Excel, make sure it does not automatically change the file format when saving.
3. Enter your data
Fill in the required fields following the column headers.
Do not rename, delete, or reorder columns.
Avoid:
Extra spaces before/after text
Special characters (unless allowed)
Blank rows in the middle of the file
4. Save the file as CSV
This is the most important step.
In Excel:
File → Save As → File Format → CSV (Comma delimited) (.csv)In Google Sheets:
File → Download → Comma Separated Values (.csv)
Important:
Keep the file in .csv format (not .xlsx).
If prompted about multiple sheets or formatting, click Yes / Continue.
Only the active sheet will be saved in CSV format.
5. Upload the file to the platform
Return to the Company & entity detail page.
Click “Upload your sites list”
Select your completed file.
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