I want to…
Create a Duty Plan
Walk through the four-step wizard: dates, shifts, team, and rules.
Set up shifts
Define shift timings and staffing requirements.
Add doctors
Invite a member and set up their doctor profile.
Generate a roster
Run the scheduling engine against your inputs.
Review and publish a Duty Plan
Check coverage and workload, then make it visible to your team.
Edit a published Duty Plan
Reassign a shift or add a doctor after publishing.
Approve leave
Review pending leave requests before you generate a roster.
Handle a doctor calling in sick
Reassign the shift without regenerating the whole roster.
Swap a duty
Let doctors trade shifts directly, without an admin.
Set up Auto Duty
Automate a recurring weekly or monthly roster.
Fix a failed Duty Plan
Diagnose why generation failed and retry.
Understand why a doctor wasn't assigned
Work through the checks the engine applies, in order.
I’m an admin
Create and manage Duty Plans
The full lifecycle from creation to publish.
Manage doctors and members
Add people, set roles, and link accounts.
Configure shifts
Shift Requirements, Shift Schedules, and staffing rules.
Set up Auto Duty
Recurring rosters that notify staff and generate on a schedule.
I’m a doctor
View my duties
See your published shifts on the Duty Calendar.
Submit leave or a shift to avoid
Request time off, or mark a shift you’d prefer not to work.
Request a swap
Trade or hand off a published shift with a colleague.
Reference
PlanMyRounds terminology
A glossary of the terms used throughout this site.
The Duty Plan lifecycle
The stages every roster moves through, and what can change at each one.