# 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>