01 July 2021
New features
Migrate to the new version of Sitepass
In March 2020 a new version of Sitepass (version 3) was released to market that evolved Sitepass’s unique capabilities that our customers have used to manage their workforce. Importantly we listened to our customer feedback, and in developing a new version we introduced improvements to the user experience, security, performance and added new features our customers have been requesting to make workforce management even easier.
We are pleased to announce that we have developed a tool that enables our existing customers to migrate to the new version of Sitepass. The tool provides a seamless way to migrate to the new version, ensuring that all the information, users, forms, configuration, and training records captured in Sitepass version 2 are transferred with the lowest impact to your business.
The new Sitepass experience
Sitepass
version 3 is a completely new version of Sitepass, built from the ground up to
provide a platform for organisations of any size to manage the compliance of
their entire workforce. The new version enables
suppliers to connect to multiple hiring clients through a single platform,
linking together not just organisations, but the individuals that do the job
too.
Sitepass provides a simple way to manage a safe and compliant workforce. Our primary focus has been to help our clients to manage their visitors and contractor compliance, onboard their entire workforce, deliver training – and more!
Contractor management
Prequalify and track the compliance of your contractors, ensuring they are insured, qualified and understand the processes, risks, and hazards to work across your entire organisation. Find out more
Onboarding
Personalise the onboarding experience for your employees, volunteers, visitors, and contractors, ensuring they are trained, qualified and ready to work on each project, task, or work site. Find out more
Deliver training
Build and assign online training to your staff contractors, and visitors for completion prior to them commencing work. Deliver interactive content, corporate inductions, site inductions, policies, procedures, and assessments and more. Find out more
Visitor management
Monitor the movements of every visitor, contractor, and employee across every site within your organisation.Use the live check-in dashboards to track attendance and safety of everyone who is on site. Find out more
The benefits of upgrading to version 3
Version 3 comes packed with new features and capabilities that our existing customers will benefit from when they decide to upgrade:
- Browse and connect to all pre-registered contractors in Sitepass.
- Control who you invite, with group and personal invitations.
- Create interactive custom forms with video, images, and embedded PDFs.
- Included visitor management system provides a simple way to monitor the safety of your staff, contractors, and visitors when they are on site.
- Create your work sites and assign inductions and custom workflows for each location.
- Advanced searching makes it easy to find the workers, contractor, and visitors you need for the jobs or task at hand.
- Smarter notifications, sends updates for important and critical events only.
- Simplified setup with easy to build forms and assignment of workflows.
- Invite, preregister, induct and onboard your all your visitors.
- With one account, your contractors and workers will be able to see all connected clients and workflows.
- Gatekeep your locations by setting up a QR codes or Kiosk.
- Reduce the administration with smarter workflow and document verification rules.
- Track your billing, costs and download your invoices directly from within the Sitepass application.
- Build workflows and add custom roles to onboard everyone you employ including your staff, visitors, volunteers, contractors, and visitors.
- Interactive dashboards provide complete transparency over your organisation’s compliance.
- Interactive walk throughs, system tours, dynamic help provide access to the support all users need.
- We provide support to everyone, with access to our team by phone, email, or chat.
- Simplified registration with invitation codes and our new connection wizards.
- Setup workflows to capture the information you need; in the format you need with more than 25 custom field types.
- Keep a detailed compliance audit trail with the new detailed history logs.
- Manage identification and spot checks with the Sitepass ID mobile app and ID card.
- Retain all your contractor’s information even when they no longer work.
- Manage users, sync data, and simplify your processes by using our range of technology solutions and native integrations. See our integration options.
- Monitor unmanned sites, control access with a geo fence and capture time and attendance reports of all visitors.
- We use the latest technology to provide the best user experience and increase security of your information.
- Simplify social distancing management by controlling your visitor limits on site.
- We are actively introducing new features to address our customer needs. See a list of our latest updates, from our release notes.
We'll help support you with migration
Your assigned customer success manager will work with you and your team to plan and manage the migration to the new version of Sitepass. A migration plan will be created that will be tailored to your business needs, current setup, and will build into a rollout strategy for your business. The migration plan will consider the following areas:
- Required product demos and training
- Migration of your current setup, data and forms to a test environment to review and be able to experience the new version.
- Discuss and review the product differences and suitability for migration
- Plan the upgrades to your configuration and online training.
- Assist with defining rollout plans, such as communication or training needed for your team and end users
- Plan the go live activities, including documentation and hyper care support.
Getting in contact to start planning migration
That’s great news your ready to start planning migration! Contact your dedicated customer success manager or call our support team to commence planning the migration to the new version of Sitepass.
For further reading about the migration, please refer to the frequently asked questions below.
Frequently asked questions
Please contact your customer success manager who will be able to provide a demonstration and showcase the differences between the products. Otherwise can visit the Sitepass website and knowledge Base at any time for more information.
If you would like to speak to us about migration to version 3, please speak to your customer success manager or please visit our Contact us page to speak to our support team.
Yes! Please get in contact with your customer success manager to organise a product demonstration. To assist with migration conversations, we will tailor the demonstration to align to your current setup of Sitepass.
We have done the heavy lifting, so you don’t have to and the migration tool that will allow us to lift and shift all your information with least impact to your business. The information that can be migrated includes the following:
- Contractors - Business details, business logo, workflow step status, step data (custom forms and insurance records), and selected categories.
- Workers - Account details, profile photo, workflow step status, step data (custom forms and licences records), selected categories, and induction training records.
- Administrators - Account details, profile photo
- Settings – Forms (includes licenses, insurances, and custom forms), workflow steps, categories for workers and contractors.
All version 2 customers will be able to access the version 3 under the current contract and listed pricing and terms and conditions. If there are cost benefits to move to the new pricing model this will be explored as part of the migration planning activities.
No, not at all. You can keep using version 2 if you prefer. We do not have any plans to shut it down. There are many benefits to migrating to the version 3, and we would love to explore these with you.
All customers can remain on Sitepass version 2 until the time is right to migrate to the new product. Sitepass version 3 provides a range of new features that all customers will benefit from, and a demonstration can be provided to assess the suitability to migrate.
No. The Sitepass team will assist all Sitepass version 2 customers with migration and no fees will be incurred to migrate to the new product.
Not at this stage. Your assigned customer success manager (CSM) will be able to assist with the migration to the new version. Your CSM who will design a migration plan that is tailored to your current setup of Sitepass, and will assist with the data migration, training, and any necessary configuration changes.
Yes. Migrating to version 3 provides a good opportunity to review and update your settings, issue up-to-date training, and improve your forms and workflows. Any changes to your setup will be explored as part of the migration planning.
Yes. The migration tool provides control over what information and settings are migrated to version 3. Speak to your customer success manager who will provide you with a demonstration of the migration tool and the options.
Approximately 2 - 4 weeks. The timeframes for migration will vary and depend on the complexity of your configuration, number of users, and the time required for testing/ exploring the new product. A migration plan will be created that will outline timeframes, dependencies, and considerations for your migration project.
Yes. We have setup dedicated infrastructure that will allow us to migrate your data into a test environment first. This provides you access to experience the new platform, review your data migrated, and plan any configuration changes needed before making the new product live.
Yes. System administrators will be able to access Sitepass version 2 after being migrated in order to access historical data and reports. General staff and contractors will not be able to access Sitepass 2 once migration has been completed.
Yes, your input to our roadmap is important to us and we will be able to take our existing customers through our roadmap and future for Sitepass.
Yes. There is unlimited use of the VMS to deploy it to all sites across your business and track sign-ins activity per site. Sitepass ensures that you can monitor the safety of everyone across your entire organisation. Click here to read more about the new version management system.
Considerations for the migration to the new version will be explored as part of the migration planning. Areas that will be explored include configuration changes to Sitepass, rollout plans, training, communication, integration with internal systems and changes to internal processes.
Remember to subscribe to the release notes so that you can be notified of new releases when they go live.
