šIn XO Scheduler, Properties are the backbone of your scheduling data. Theyāre the attributes that describe and differentiate your resources, events, and other objectsāmaking it possible to create accurate, conflict-free, and profitable schedules.
Think of properties as ālabelsā or āfieldsā you define to capture essential details, such as:
An instructorās ID number, license expiry, or contact information
A simulatorās cost or location
A classroomās available equipment
A traineeās ID number, date of birth
By defining and customizing properties, you can control exactly what information is stored in your system, ensure consistency, and simplify scheduling automation.
š„ Watch this 3-minute tutorial to see how to create a property, set it as unique or required, and activate it for the right resource types.
šø Disclaimer: Screenshots and videos may look slightly different from your XO Scheduler interface depending on your version or configuration.
š§© Key Concepts
Before we dive in, here are some concepts that will help:
Objects: Everything in XO Schedulerāresources, events, classes, curriculumsācan have properties.
Resource Types: Resources are grouped into types (e.g., Instructor, Simulator, Classroom). This grouping ensures properties are only applied where they make sense.
System vs. Custom Properties: Some properties (like Name, ID) are built-in. Others you create yourself.
Unique: A property marked as unique cannot have duplicate values across objects.
Required: A required property must be filled in when adding a new resource or object.
š ļø Step-by-Step: Creating and Managing Properties
1) Open the Properties Page
In XO Scheduler, go to Settings ā Properties.
Select the Object type you want to add the property to (e.g., Resources).
2) Create a New Property
Click Create Property on the right side window with a right mouse click.
Give your property a Name (e.g., āPhone Numberā).
Choose the Data Type.
Tip: Even though itās a phone number, choose Text, so you can include international prefixes like
+1or+49.
3) Set Property Rules
Decide if it should be Unique.
Example: A phone number should be unique so two users canāt share it.
Decide if it should be Required.
Required fields help prevent missing data during setup.
4) Activate for Relevant Resource Types
Choose which resource types should have this property:
ā Administrators, Instructors, Trainees
ā Classrooms, Fixed Devices, Simulators
Toggle each type On/Off as needed.
5) Save and Review
Click Save.
Your new property now appears in the property list.
Repeat this process for other fields you want to capture.
š Example: Phone Number Property
In the video, we create a Phone Number property, set it to Text, make it Unique and Required, and activate it only for human resources (Administrators, Instructors, Trainees). This ensures irrelevant resources (like devices) arenāt cluttered with unnecessary fields.
š” Pro Tips
Plan properties in advance: List the key data points that truly matter for scheduling optimization.
Keep it lean: Too many properties make forms long and slow.
Use system properties: Built-in fields like Name and ID are always availableāno need to recreate them.
Deactivate instead of deleting: If a property becomes obsolete, deactivating keeps historical data intact.
š Whatās Next?
Now that you know how to create a single property, letās explore Property Setsācollections of property values that make assigning attributes faster and more consistent.
šŗ Watch the next video: Managing Property Sets