# Schemas

# How to Switch Between Schemas

In this quick guide we will explain the following steps:

<div data-article-id="1065850" data-workflow="false" id="bkmrk-how-to-switch-schema"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div>1. How to switch schemas from System Administration.
2. How to switch schemas from Manage Employees.

</div><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>1. From System Administration

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>1.1. How do I get there?

From your home page, in the left bottom corner, click on System Administration.

<div data-article-id="1065850" data-workflow="false" id="bkmrk-"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"><div data-step-uuid="998c352a-2838-49e1-bdcc-26fdf8405e23"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/314/795/original/687caf07-6202-45a3-a268-57a9abee2774.png)</div></div><div data-step-uuid="68348075-f450-45ed-bfda-ae265c6ea728"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>1.2. What do I do?

<div data-article-id="1065850" data-workflow="false" id="bkmrk-hover-over-the-home-"><div data-article-id="1065850" data-workflow="false"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"><div data-step-uuid="68348075-f450-45ed-bfda-ae265c6ea728"><div>- Hover over the Home icon (1)
- Click on the Switch Schema option (2)

</div><div></div></div></div></div></div></div></div>[![image-1616947387719.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/pjHeY51avJVOTW2c-image-1616947387719.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/pjHeY51avJVOTW2c-image-1616947387719.png)

<div data-article-id="1065850" data-workflow="false" id="bkmrk-select-the-schema-yo"><div data-article-id="1065850" data-workflow="false"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"><div data-step-uuid="68348075-f450-45ed-bfda-ae265c6ea728"><div></div><div>- Select the schema you want to switch to from the drop-down (3)
- Click on the Switch Schema button to switch to the new schema (4)

</div><div></div></div></div></div></div></div></div>[![image-1616947394098.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/4JrssaMFKrW4okP0-image-1616947394098.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/4JrssaMFKrW4okP0-image-1616947394098.png)

<div data-article-id="1065850" data-workflow="false" id="bkmrk-navigate-and-click-o"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"><div data-step-uuid="68348075-f450-45ed-bfda-ae265c6ea728"><div></div><div>- Navigate and click on Ok (5)
- You will be navigated back to the Administration portal

</div><div></div></div></div></div></div></div><p class="callout info">Note the conditions displayed in the pop up screen</p>

<div data-article-id="1065850" data-workflow="false" id="bkmrk--2"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="26bf6742-3512-4117-929a-b9988e87c78b"><div data-step-uuid="68348075-f450-45ed-bfda-ae265c6ea728"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/323/638/original/4b85aa82-de12-4187-928c-f7061028e8fe.png)</div></div></div><div data-step-uuid="c80edc6b-19d7-4350-8591-ea6fbd72c433"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>2. From Manage Employees

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>2.1. How do I get there?

From your home page, in the left bottom corner, click on System Administration (1). Hover over the Modules Button (2). Click on Manage Employees (3)

<div data-article-id="1065850" data-workflow="false" id="bkmrk--3"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="c80edc6b-19d7-4350-8591-ea6fbd72c433"><div data-step-uuid="0abc942f-1305-429d-8f60-5b1510ac655c"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/314/787/original/c0084b90-c68a-4c63-86cc-0730ce53471c.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/314/789/original/e3139f61-7576-488a-8a53-c276ec46eba3.png)</div></div><div data-step-uuid="571f63aa-dcb6-4b2b-aa22-749047399ba9"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>2.2. What do I do?

<div data-article-id="1065850" data-workflow="false" id="bkmrk-click-on-the-blue-ci"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="c80edc6b-19d7-4350-8591-ea6fbd72c433"><div data-step-uuid="571f63aa-dcb6-4b2b-aa22-749047399ba9"><div>- Click on the blue circle with the white down arrows in (1)
- Select the schema you want to switch to from the drop down (2)
- Click on the Switch Schema button to switch to the new schema (3)
- You will remain on the same page

</div><div></div></div></div></div></div></div><p class="callout info">Take Note: You will only be able to edit an employee profile when you are working on the schema the employee is appointed on.</p>

<div data-article-id="1065850" data-workflow="false" id="bkmrk--4"><div data-article-id="1065850" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="c80edc6b-19d7-4350-8591-ea6fbd72c433"><div data-step-uuid="571f63aa-dcb6-4b2b-aa22-749047399ba9"><div></div><div></div></div></div></div></div></div>[![image-1616947412649.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/S4TYQMtVzGxyKxoq-image-1616947412649.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/S4TYQMtVzGxyKxoq-image-1616947412649.png)

<div data-article-id="1065850" data-workflow="false" id="bkmrk--6"><div data-role="steps-container"><div data-step-uuid="c80edc6b-19d7-4350-8591-ea6fbd72c433"><div data-step-uuid="571f63aa-dcb6-4b2b-aa22-749047399ba9"><div></div></div></div></div></div>

# How to Create a Schema

## How to get there?

Click on System Administration (1), then with your cursor hover over System Administration (2) | Tools (3) | Configuration (4). Finally click on Schema Management (5).

<div data-article-id="1112125" data-workflow="false" id="bkmrk-"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="99253285-5d3d-4470-bf93-3c72bd7ce936"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/573/643/original/740d501a-d241-47ac-b327-7a3a0758c733.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/573/641/original/ad7d2c25-61b2-484e-9580-d761fe4dcaeb.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/573/639/original/4848e080-84c2-4bef-8e7a-37779cadeab2.png)</div></div><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>What to do?

In this FAQ we are going to copy the configuration from an existing Schema to the new Schema. If you would like to create a new Schema or there is no Schema on your system please contact our support team for assistance.

Email: <support@signify.co.za>

Tell: (012) 763 6600

<div data-article-id="1112125" data-workflow="false" id="bkmrk-to-add-a-new-schema-"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"><div></div><div>- To add a new Schema click on the Add (1) button.

</div><div>![](https://media.screensteps.com/image_assets/assets/002/573/637/original/fe963bc8-adf3-4a76-80b8-c5311cffe8e3.png)</div><div>- Insert your Schema name is the Schema Description (2) field.
- You can enter a short name for your Schema in the Schema Prefix (3) field.
- Item Order (4) is the order in which your Schema will be displayed.
- From the Copy From Schema (5) drop-down the Schema you would like to copy.
- The following boxes should be ticked or unticked respectively:

</div></div></div></div></div><div data-article-id="1112125" data-workflow="false" id="bkmrk-schema-sql-criteria-"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"><div>- Schema SQL Criteria (6) remains UNTICKED.
- Tick the box Show On Portal (7).
- Tick the box Always Show on Primary Interface (8).
- Tick the box Only Show to Current Division (9).
- Tick the box Show "All Learning Programmes" link on interface (10).
- Show Learner Guides on Interface (11) remains UNTICKED.
- Tick the box Show Advertise Event on Interface (12).

</div></div></div></div></div><div data-article-id="1112125" data-workflow="false" id="bkmrk-image-url-for-schema"><div data-article-id="1112125" data-workflow="false"><div data-article-id="1112125" data-workflow="false"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"><div>- Image URL for Schema Logo (13) LEAVE BLANK.
- Enter en-US in the Culture (14) field.
- Select from the Fiscal Year Start Month (15) drop-down the month the fiscal/financial year of the organisation starts on.
- Click on Save (16).

</div><div></div></div></div></div></div></div></div>[![image-1616947551606.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/fPWD6A6k660dtDJx-image-1616947551606.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/fPWD6A6k660dtDJx-image-1616947551606.png)

<div data-article-id="1112125" data-workflow="false" id="bkmrk-wait-for-the-schema-"><div data-article-id="1112125" data-workflow="false"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"><div></div><div>- Wait for the Schema is Successfully Saved (17) message to appear on the top of the page.
- Click on Back to List (18).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/577/096/original/66c64e4b-900b-49d1-a2fb-ec2354c1383c.png)</div><div>![](https://media.screensteps.com/image_assets/assets/002/577/086/original/7452c3c3-bb04-494b-b22c-e87c86ddc9e8.png)</div><div>- Confirm that the new Schema is created (19).

</div><div></div></div></div></div></div></div>[![image-1616947526028.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/TsODnaHzrZDZzxYs-image-1616947526028.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/TsODnaHzrZDZzxYs-image-1616947526028.png)

<div data-article-id="1112125" data-workflow="false" id="bkmrk--2"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="21eb04ac-9dc3-49fa-a513-f224fb8020bd"><div></div></div><div data-step-uuid="eadace30-638c-403d-9325-886e14b441f0"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>How to assign Schema access right on new Schema?

<p class="callout info">Note: Before switching to the new Schema you need to assign Schema access rights on the new Schema to your user.</p>

With your cursor hover over System Administration (1) | Users (2) | Manage Users (3).

<div data-article-id="1112125" data-workflow="false" id="bkmrk-search-for-you-user-"><div data-article-id="1112125" data-workflow="false"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="eadace30-638c-403d-9325-886e14b441f0"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/577/098/original/d3ac5de7-b9f2-420e-8daf-9192251082f6.png)</div><div>- Search for you user (4).
- Click on Action (5).
- Click on View / Edit (6).

</div><div>![](https://media.screensteps.com/image_assets/assets/002/577/092/original/ca1bfcaa-3947-46d0-87bc-6457f771c484.png)</div><div>- Click on Role Assignment (7).
- Then click on System Access (8).

</div><div></div></div></div></div></div></div>[![image-1616947565199.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/AVCUeON1yOfzrTy7-image-1616947565199.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/AVCUeON1yOfzrTy7-image-1616947565199.png)

<div data-article-id="1112125" data-workflow="false" id="bkmrk-ensure-the-switch-sc"><div data-article-id="1112125" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="eadace30-638c-403d-9325-886e14b441f0"><div></div><div>- Ensure the Switch Schema (9) tick box is ticked.
- Tick the tick box at your new Schema (10).
- Click on Save (11).

</div><div></div></div></div></div></div>Click [HERE](http://signify.screenstepslive.com/s/10619/m/86774/l/1065850-how-to-switch-between-schemas) to navigate to a new manual on how to switch Schemas.

<div data-article-id="1112125" data-workflow="false" id="bkmrk--4"><div data-role="steps-container"><div data-step-uuid="eadace30-638c-403d-9325-886e14b441f0"><div></div><div>![](https://media.screensteps.com/image_assets/assets/002/577/090/original/d3563e47-04a9-4f49-b60b-2abbcd591106.png)</div></div></div></div>