Two types of changes
Swap
A true exchange — you take your colleague’s shift, they take yours. Shown with a double-arrow icon.
Transfer
You hand off your shift to a colleague who has a free slot and nothing to give in return. Shown with a single-arrow icon.
When can a doctor swap?
- The roster must be Published. Draft rosters cannot be swapped on.
- The doctor must be signed in to their PlanMyRounds account. Public link viewers will be prompted to log in first.
- The proposed change must not break any scheduling rule — rest hours, back-to-back limits, and so on.
How the flow works
1
Initiate
A doctor opens the roster and selects the swap icon on their own shift. See Swapping shifts.
2
Choose a partner
PlanMyRounds shows eligible colleagues with valid swap or transfer options, ranked by fairness and fit.
3
Auto-confirm
On confirmation, the engine re-validates the change and applies it immediately. See How swaps are confirmed.
4
Everyone sees the change
Both doctors get notified, and the roster reflects the new assignments for everyone — including public link viewers.
Swap vs. admin edit
Swaps don’t need admin approval, but admins can always step in and adjust assignments through the Edit Roster view.
Next steps
Swapping shifts
Step through requesting a swap as a doctor.
How swaps are confirmed
Understand what happens the moment you tap Confirm.