WHAT IS WORKSCHEDULE.NET VERSION 9?
Several years ago we set out to take all the great features of WorkSchedule.Net, and re-design them better. While customers continued to use the current version of WorkSchedule.Net (version 8) during that time, our team has been hard at work re-designing WorkSchedule.Net version 9 behind the scenes.
Version 9 has a totally new modernized user interface, a fully functional mobile app, and better security. Highlighted features include “true” SMS for text messaging, drag and drop, easier selection and mass editing of time blocks, custom user role management, and expanded shareable view settings, among many others.
VERSION 9 FEATURES
WorkSchedule.Net v9 has all the fundamental features you have in v8, but there are important differences. Before concluding that a feature that you need does not exist in v9, please do contact us for verification of that. The feature may be in a different place, might be there but called something else or handled differently, or it may be on the short-term roadmap.
WHAT IS MIGRATION AND WHY DO WE HAVE TO MIGRATE FOR THIS UPGRADE?
WorkSchedule.Net v9 operates independently of WorkSchedule.Net v8 (the current version). You can think of it as a different application altogether and you can have a company account in both simultaneously for a while with the same company ID while migrating.
Usually when we upgrade WorkSchedule.Net, the existing application is upgraded without any action needed on your part, and you receive the update the next time you login. But due to the degree of change in this major upgrade, you will need to be aware of the changes, prepare your team, and control when the update happens for YOUR company account so that it is at a convenient time for you.
TWO WAYS TO MIGRATE
As an existing customer, you can either migrate your data over when ready, or alternatively, you can just start with a fresh account in v9 and re-enter your data as needed. In either case the new account will have the same company ID as the old, and when you ultimately make the live switchover to v9, you will have all your existing subscription information migrated over to your v9 account. This will ensure that you keep your existing discounted price plan. It will also preserve (move over) your billing history and subscription information.
HOW LONG DO I HAVE TO MIGRATE?
You have plenty of time to make the switch. The end of life (EOL) for WorkSchedule.Net v8 is guaranteed to be no earlier than December 31, 2023, and you can continue to use the WorkSchedule.Net v8 until you are ready to upgrade or EOL. The EOL date will likely be moved further into the future, and we will keep you updated.
HOW TO START A NEW V9 ACCOUNT
To start a new WorkSchedule.Net v9 account, go to the Version 9 Migration Invite Request Form, and submit a request. Within two business days an invite link will be emailed to the top administrator email address on file for each company account.
Once you receive your invite link by email, you can click it to start a new company account in v9. You will then see this page:
You will have the option here to
- Create new account (Also called “fresh start”)
- Migrate existing account (Note that this will lock out the v8 account for a few minutes to a few hours depending on the amount of data being transferred)
Keep in mind that you will have the option to change your mind later. So if you want to just get into the new v9 account to start playing around with it and learning it, you can choose “create new account” now, and then migrate the data from v8 later.
Regardless of your choice, your account will be placed into sandbox mode by default (see “SANDBOX MODE” below) which will ensure no confusion among your users about what is test vs real.
THE THREE MAIN MIGRATION ACTIONS
“Fresh start” is an action you can take that starts a fresh, virtually empty account for you. If you take this action from the home page for an account that you already started in v9, your v9 company account will first be deleted completely. You will then go through a setup wizard for the key options of your account, and no data from your v8 account will be transferred over. The new account will, however, be associated with the old one via the Company ID for your future live switchover (“Finalize” action). You can do a fresh start even if you have already started over or migrated/re-migrated before, and even if you originally chose the data migration option.
“Data migration” is an action you can take, as an alternative to the fresh start, that initiates a new account for you in v9 with most (but not all) of your data from v8. If you take this action from the home page for an account that you already started in v9, your v9 company account will first be deleted completely and then a new account will be started again, with the transferred data from v8 in it. See the “MIGRATED DATA” section for what data is migrated and what is not. You can re-migrate even if you have already migrated or re-migrated data before, and even if you originally chose a fresh start.
IMPORTANT: Taking this action will temporarily lock out users in your v8 account for just a few seconds up to a few minutes (depending on the quantity of data being transferred) while the data is copied in the first stage of migration only.
Finalize is the action you will want to take when you are ready to fully move your WorkSchedule.Net subscription and live operations over to v9 from v8. Once you invoke this action, your billing and subscription information will move to your v9 account (i.e., your current number of user licenses, subscription term, etc.) Your v8 account will then be closed and all users will be locked out of it. You will exclusively use the v9 account going forward from this point as you will no longer have access to the old v8 account.
The finalize action is irreversible.
HOME PAGE OPTIONS
Once you have a new account in v9, you will be able to re-migrate or start over fresh whenever you want from the home page. You can even take either of these “starting over” actions multiple times. Just keep in mind that when you do so, you will lose all the data in your v9 account. When you are ready to make the live switch you can “finalize”.
Although most of the features in v8 have been carried through to v9 either directly or handled in some way, some features are still being developed.
You can check here on the Roadmap page
Sandbox mode is an option that is on by default when you migrate, and you can turn it on or off in v9 “Company Settings”. It lets you freely play around without any concern that a user will think it is real world data or activity. Banners on the top of every page state that it is a test, as do banners at the top of the notifications (SMS and email). As an additional option (also on by default), all notifications can be redirected to you or another admin, just in case you have real email addresses or mobile phone numbers in the system and don’t want to confuse others while you test.
Note: This means that when you invite new users the invites will redirect to you or another admin with the redirect option on. You can just manually forward the emails to the intended users, whose email address should be in the body of the redirected emails.