💡 Introduction
Welcome to the first part of our Scheduling Series — the heart of XO Scheduler.
Until now, we’ve focused on setup: creating resources, defining work rules, and building curriculums.
Now it’s time to bring everything together and see how the scheduling engine transforms complex planning into a matter of seconds.
In this first part, you’ll learn how to:
Navigate the scheduling interface
Filter resources and classes efficiently
Create multiple classes based on your curriculum
Prepare everything for the automatic optimizer
📸 Disclaimer: Screenshots or video examples may differ slightly from your XO Scheduler interface, depending on your configuration.
🎥 Watch the Video:
This tutorial corresponds to the first video in the Scheduling Series, where we introduce the scheduling page, explain filters, and create 50 new recurrent training classes.
🧭 Step-by-Step Guide
In this video, we’ll use the B747 recurrent training as an example
1. Explore the Scheduling Page
The upper area shows all resources (instructors, simulators, classrooms).
The lower area lists classes — you can open each one to view days and topics.
Use the zoom buttons to adjust your Gantt chart view.
Right-click on column headers to select which properties to display.
2. Learn to Filter Efficiently
Use filters to quickly focus on what’s important:
Resource Filter: e.g., show only resources in “Bogotá” or “Los Angeles.”
Class Filter: choose which curriculums to display (A320, B747, etc.).
Bidirectional Filtering:
Arrow down: show only classes assigned to a selected resource (e.g., instructor Lindow).
Arrow up: show only resources used in the selected classes.
3. Create New Classes
Right-click in the class area → Create Classes.
Select your curriculum (e.g., B747 Four-Day Recurrent).
Define the planning period (e.g., March 1–31, 2028).
Enter a class name such as “B747 Recurrent March 2028.”
Choose the training location (preset values fill automatically).
Set the revenue (e.g., 13,000 USD).
Define allowed weekdays for start days and training days (default: all days).
Choose how many classes to create:
One class within the start period,
Multiple classes evenly distributed, or
Specific start dates.
Example: Create [ 50 ] classes with start-period evenly distributed.
Click Save — your classes will appear in the list.
4. Schedule the Classes
Select the classes you just created.
Right-click → Schedule.
In the Schedule Configurator, select which resources to schedule first (e.g., Classrooms and Devices).
Click Run Schedule.
The optimizer starts allocating resources — you can watch the progress in real time.
💡 You stay in control: you can stop the optimizer at any point when you’re satisfied with the solution.
💡 Pro Tip
Start by scheduling Classrooms and Devices before Instructors — this creates more stable allocations and improves overall optimization quality.
🔗 Related Tutorials
If you found this tutorial helpful, you might also like:
⚙️ Work Rules – Define Duty and Rest Times
🪪 Qualify Resources – Managing Documents and Records
🏫 New Resource – Instructor
📘 Wrapping Up
That’s how you create and prepare classes for scheduling.
In the next tutorial, we’ll schedule the remaining resources — including instructors — and explore how the optimizer fine-tunes everything for the best possible outcome.
Now you’ve reached the most exciting part of XO Scheduler — where everything falls into order.
✅ Next Step
Continue to Scheduling 2 – Scheduling Instructors and Analyzing the Results and Understanding why an optimizer give you the better results.