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🧩 Property Sets – Creating and Managing Sets

Understanding and Managing Property Sets in XO Scheduler

Updated over 3 months ago

🌟As your aviation training organization grows, so does the complexity of your data. That’s where Property Sets come in.

A Property Set is a predefined collection of values for a property. Instead of letting users type values freely (which leads to typos, inconsistencies, and search headaches), a property set offers a clean drop-down menu of predefined options.

Example use cases:

  • Categorizing curriculums (Flight, Cabin, Dispatch, Maintenance)

  • Defining the fleet (A320, B777, B787)

  • Tagging training locations (London, Abu Dhabi, Bogota)


🎥 Video Tutorial: Creating and Using Property Sets

This 4-min tutorial shows how to create a property set, link it to a property, and use it when creating for example curriculums

📸 Disclaimer: Screenshots and videos may look slightly different from your XO Scheduler interface depending on your version or configuration.


🧩 Why Use Property Sets?

  • Consistency: Users select values instead of typing, avoiding mistakes like “Maintanance” vs. “Maintenance.”

  • Searchability: Standardized data makes searching, filtering, and reporting seamless.

  • Scalability: Large organizations with thousands of resources and curriculums can organize data logically.

  • Flexibility: Add or edit values later without breaking historical data.


🛠️ Step-by-Step: Creating and Applying a Property Set

Below is a step-by-step guide using the example of creating a Training Type property set for curriculums (like in the video). There are of course many other examples, but this one will help you clearly understand how to work with property sets.

1) Create the Set

  1. Navigate to Settings → Sets.

  2. Right-click on the set list to Create a New Set.

  3. Give your set a Name (e.g., Training Type).

  4. Add Set Elements by clicking ➕:

    Examples:

    • Flight

    • Cabin

    • Dispatch

    • Maintenance

  5. Click Save.

2) Create a Property Linked to the Set

  1. Go to Settings → Properties.

  2. Select the Object type that will use this property (e.g., Curriculum).

  3. Right-click and choose Create Property.

  4. Give it the same name (e.g., Training Type).

  5. Under Property Type, select Set instead of Text.

  6. From the Set list, choose your newly created Training Type set.

  7. Mark it as Required (to ensure all curriculums have this property filled).

  8. Markt it as not Unique (multiple curriculums can share the same category).

  9. Save the property.

3) Apply the Property to Objects

  1. Go to the Curriculums page.

  2. Create or edit a curriculum.

  3. You’ll now see Training Type as a drop-down menu.

  4. Select one of your predefined values (e.g., Flight).

-> Enjoy the Benefits

When creating or editing curriculums, users no longer manually type categories. This ensures clean data entry and makes filtering or searching for curriculums by type effortless.

🔍 Example Recap

In the video, we:

  1. Created a Training Type Set with four options.

  2. Linked that set to a new Training Type property.

  3. Made it Required so every curriculum is categorized.

  4. Saw it in action—users can only select from the predefined values.


💡 Pro Tips

  • Keep sets tidy: If you have too many options, consider breaking them into multiple sets.

  • Review periodically: Outdated categories? Deactivate them rather than delete, preserving historical records.

  • Use sets for reporting: Standardized data makes filtering and analytics far more powerful.

  • Start small: Identify the 3–5 key properties that benefit most from sets, then expand.


🔗 Related Tutorials:

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