PlanMyRounds Agent

Ask questions about your schedule, leave, and settings in plain language, and let the Agent prepare changes that you confirm with one click.

The PlanMyRounds Agent is a chat assistant built into PlanMyRounds. You type a question or a request in everyday language, such as “Am I working next weekend?” or “Take me off Friday night”, and the Agent answers or prepares the change for you.

The Agent never changes anything on its own. When you ask for a change, it shows you exactly what it plans to do, and nothing happens until you click Confirm.

Open the Agent

1. Select PlanMyRounds Agent

   In the sidebar, select PlanMyRounds Agent.

2. Ask your question

   Type what you need in the chat box and send it.

3. Find past chats

   Your earlier conversations are saved under History in the Agent.

What you can ask for

What the Agent can do depends on your role. Members can work with their own shifts and leave. Admins can work across the whole organisation.

Task	Member (your own shifts and leave)	Admin (whole organisation)
See the schedule	Your own shifts, leave, and clashes	The whole team’s schedule, filtered by department if you like
Find open shifts	Find understaffed shifts you could pick up	Same
Swap a shift	Swap one of your own shifts	Same. Admins can only swap their own shifts, not someone else’s.
Add to or remove from a shift	Yourself only	Any doctor
Change shift times	Not available	Available. The new time applies to every date that uses that shift.
Leave	Apply for leave, or cancel your own pending request	Apply on someone’s behalf, approve, or reject
Create a duty plan	Not available	Creates a draft that you review and publish yourself
”How do I…” questions	Answers from the PlanMyRounds help guides	Same
Your organisation’s policies	Answers from the policies your organisation has added	Same. Admins add policies in Settings.

What the Agent can’t do

If you ask for any of these, the Agent tells you it can’t help:

• Publish a roster. An admin must publish it themselves.
• Cancel a shift.
• Show a member anyone else’s schedule.
• Give medical or clinical advice.
• Help with anything outside scheduling, leave, and settings.

Next steps

How changes are confirmed

What happens between asking for a change and it going live.

Using the Agent as a doctor

Check your shifts, swap, pick up open shifts, and manage your leave.

Using the Agent as an admin

Manage the team’s shifts, leave, and draft duty plans from the chat.

Agent troubleshooting

Answers to the most common questions about the Agent.