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Scheduling is the heart of XO Scheduler. Once your resources, curriculums, and qualifications are ready, the Optimizer can generate reliable schedules with just a few clicks.
This article will guide you through:
Creating one or multiple classes
Configuring scheduling options
Running the XO Scheduler for optimal results
✅ Before you start: Make sure you’ve completed all tutorials under “Get Ready and Prepare to Schedule.” These steps—such as creating curriculums, qualifying resources, and setting work rules—are essential for accurate scheduling.
🛠️ Step-by-Step Guide
📸 Disclaimer: Screenshots and videos may look slightly different from your XO Scheduler interface depending on your version or configuration.
We’ll use creating and scheduling a B777 December class as our example.
1) Create a class
In the bottom-left corner, right-click → Create Class.
A new window opens—fill in these fields:
Underlying Curriculum → Select which curriculum to base the class on.
Start-Period Start / End → Define the time range when the class can begin.
Class Name → e.g.,
B777 Dec.Location → Choose where the class takes place.
Revenue → Enter revenue details for this class.
Allowed Initial Week Day → Choose allowed start days (grey = allowed).
Allowed Training Week Days → Choose training days (grey = allowed).
2) Choose class creation options
Under Create Multiple Classes, you have three choices:
Only one with the specific start-period → Create one class; XO finds the best start day.
Create [ ] classes with start-period evenly distributed → Enter how many classes you want within the date range.
Create classes with specific dates as start-period → Manually define exact start dates.
In this example we are creating 3 classes:
Click Save. Your class(es) will now appear in the Classes window on the bottom-left.
3) Run scheduling
Select one or more classes from the Classes window (you can also choose "Select all" if needed).
In this case we selected 2 out of the 3 classes we just created.
Right-click → Schedule.
The Schedule Configurator opens.
4) Select resources to schedule
Choose which resources XO should schedule:
Instructor
Classroom
Simulator
You can choose one, multiple, or all at once.
✅ For a full plan, click Complete so the system optimizes all resources simultaneously.
5) Run the optimizer
Click Run Scheduling.
XO Scheduler finds the optimal solution.
When finished, click Close.
6) Review the results
You’ll see a “Complete” status next to the class.
A colored horizontal bar on the right shows your scheduled days.
🎉 Your class is now fully scheduled!
💡 Pro Tips
Prepare first: Incomplete qualifications or missing work rules can cause scheduling errors.
Use even distribution for multiple classes: Helps spread start dates for resource availability.
Check allowed days: Limiting start or training days can affect optimizer flexibility.
Visual confirmation: Use the colored Gantt bar to quickly verify scheduled days.
🔗 Related Tutorials
Create a Curriculum – Overview – Build the curriculums your classes will use
Qualify Resources – Assign qualifications so instructors, simulators, and classrooms can be scheduled
Work Rules – Set up work and rest rules for human resources
📌 Wrapping Up
The XO Optimizer makes scheduling fast and accurate. By defining classes, selecting resources, and running the scheduler, you ensure your training plans are both optimized and realistic.
Next, review your scheduled classes to confirm everything looks correct—or move on to managing changes and updates as your training schedule evolves.