# PlanMyRounds Docs

> PlanMyRounds is physician scheduling software for hospitalist groups — automate fair shift rosters, manage leaves, swaps, and on-call rotations without spreadsheets.

- [PlanMyRounds Help Center](https://www.planmyrounds.com/docs/index.md): Find how-to guides and troubleshooting for building duty rosters, managing shifts, leave, and swaps in PlanMyRounds.
- [Quickstart: build your first roster](https://www.planmyrounds.com/docs/quickstart.md): Set up your PlanMyRounds organisation, add staff and shift templates, then build and publish your first clinical roster in a few guided steps.
- [The Duty Plan lifecycle](https://www.planmyrounds.com/docs/duty-plan-lifecycle.md): The stages every PlanMyRounds Duty Plan moves through, from setting up doctors and shifts to publishing and handling changes afterward.
- [PlanMyRounds terminology](https://www.planmyrounds.com/docs/terminology.md): A glossary of the terms used throughout PlanMyRounds — Doctor, Member, Duty Plan, Shift Requirement, Shift Schedule, Auto Duty, and more.
- [How rosters work in PlanMyRounds](https://www.planmyrounds.com/docs/rosters/overview.md): Understand what duty rosters are in PlanMyRounds, the lifecycle from draft to published, and how the scheduling engine builds a fair, conflict-free team plan.
- [Creating a roster](https://www.planmyrounds.com/docs/rosters/creating-a-roster.md): Walk through the four-step PlanMyRounds wizard to generate a fair, rule-aware duty roster — set dates, staff, shift templates, and scheduling constraints.
- [Reviewing and publishing a roster](https://www.planmyrounds.com/docs/rosters/publishing-a-roster.md): Review a draft roster, check coverage and workload, and publish it so your team — and anyone with the share link — can see their duties.
- [Editing a published roster](https://www.planmyrounds.com/docs/rosters/editing-a-published-roster.md): Make manual changes to a PlanMyRounds roster after it has been generated or published — reassign doctors, add cover shifts, and handle scheduling conflicts.
- [Duty Calendar: everyone's duties in one view](https://www.planmyrounds.com/docs/rosters/duty-calendar.md): See every doctor's published duties for the month in a single calendar, filter by department, pod, and location, and drill into a day when shifts overlap.
- [Duty Dashboard: coverage and workload at a glance](https://www.planmyrounds.com/docs/rosters/duty-dashboard.md): Check staffing coverage, workload balance, and upcoming gaps across your organisation for the month — or drill into a single doctor's schedule.
- [Roster constraints and scheduling rules](https://www.planmyrounds.com/docs/rosters/roster-constraints.md): A reference for the work-pattern, rest, and fairness rules the PlanMyRounds scheduling engine applies when generating a duty roster for your clinical team.
- [Retrying a failed roster with relaxed constraints](https://www.planmyrounds.com/docs/rosters/retrying-a-failed-roster.md): When roster generation fails, loosen a couple of the most common blockers and add doctors from the roster's own page, then regenerate without starting over.
- [Roster and shift statuses](https://www.planmyrounds.com/docs/rosters/statuses.md): A reference for every status you'll see on rosters, individual shifts, doctors, and the Duty Plans list in PlanMyRounds — and what each one means.
- [How Auto Duty Planning works](https://www.planmyrounds.com/docs/auto-duty-planning/overview.md): Understand Auto Duty — a recurring, self-driving duty plan that notifies your team, collects availability and leave, and generates a roster on a repeating schedule.
- [Setting up an Auto Duty](https://www.planmyrounds.com/docs/auto-duty-planning/setting-up-an-auto-duty.md): Walk through the four-step wizard to configure a recurring Auto Duty — cadence, the Shift Schedule it uses, the team it draws from, and its scheduling rules.
- [Running a planning cycle](https://www.planmyrounds.com/docs/auto-duty-planning/running-a-planning-cycle.md): Follow a Planning Cycle through Notify, Availability & Leave, Generate, and Roster Review to a published Duty Plan — and see what to do if generation fails.
- [How shifts work in PlanMyRounds](https://www.planmyrounds.com/docs/shifts/overview.md): Shifts are the building blocks of every roster. Learn what a shift template is, the difference between default and custom shifts, and who can manage them.
- [Viewing your shifts](https://www.planmyrounds.com/docs/shifts/viewing-shifts.md): Browse, search, and inspect the shift library for your organisation — default shifts that ship with PlanMyRounds and custom ones your admin team has created.
- [Creating shifts in a roster](https://www.planmyrounds.com/docs/shifts/creating-shifts.md): Add one-off, recurring, or bulk-imported shifts to a roster from templates or from scratch, with built-in conflict and rest-rule validation.
- [Shift Schedules: weekly shift patterns](https://www.planmyrounds.com/docs/shifts/shift-schedules.md): Combine your Shift Requirements into a reusable weekly pattern — the same shifts every day, or a different lineup for each weekday — and reuse it across rosters and Auto Duty.
- [How duty swaps work in PlanMyRounds](https://www.planmyrounds.com/docs/swaps/overview.md): Doctors can swap or hand over shifts directly with a colleague — no admin approval needed. Here's how it works and when to use it.
- [Swapping shifts with a colleague](https://www.planmyrounds.com/docs/swaps/requesting-a-swap.md): Trade or hand over a shift directly with a colleague on a published roster — useful for last-minute plans, study days, or emergencies.
- [How swaps are confirmed](https://www.planmyrounds.com/docs/swaps/approving-a-swap.md): Duty swaps in PlanMyRounds are auto-approved — here's what the scheduling engine checks at the moment of confirmation, and how both parties are notified.
- [Viewing swaps on a roster](https://www.planmyrounds.com/docs/swaps/viewing-a-swap.md): See your updated shift assignment after a duty swap goes through in PlanMyRounds, and find the audit trail of swaps that have already happened on a roster.
- [Members, doctors, and how your team is organised](https://www.planmyrounds.com/docs/team/overview.md): Understand the difference between members and doctors in PlanMyRounds, how the two link together, and how admin and member roles fit in.
- [Staff profiles and user accounts](https://www.planmyrounds.com/docs/team/staff-profiles-and-user-accounts.md): Why PlanMyRounds keeps doctor profiles (scheduling records) separate from member accounts (sign-in), and what linking the two does.
- [Roles and permissions](https://www.planmyrounds.com/docs/team/roles-and-permissions.md): A reference for what admins and members can and can't do in PlanMyRounds — rosters, shifts, leave, swaps, and settings — and how to change a role.
- [Inviting a team member](https://www.planmyrounds.com/docs/team/inviting-a-member.md): Add a new admin or doctor to your PlanMyRounds organisation by sending a personal email invite or sharing a reusable organisation invite link.
- [Link or unlink accounts](https://www.planmyrounds.com/docs/team/link-or-unlink-accounts.md): Connect a doctor profile to a member account so that person sees their own shifts and leave after signing in — or remove the connection when things change.
- [Updating a doctor's profile and preferences](https://www.planmyrounds.com/docs/team/doctor-profiles.md): Keep doctor profiles current so the scheduling engine has accurate departments, seniority, hour limits, and shift preferences to work with.
- [Setting up locations](https://www.planmyrounds.com/docs/team/locations.md): Define the physical sites your organisation runs, assign doctors to one or more, and use locations to scope rosters, Shift Schedules, and Auto Duty.
- [Deactivating or removing a member](https://www.planmyrounds.com/docs/team/removing-a-user.md): Revoke a team member's access to your PlanMyRounds organisation — reversibly, or permanently. When to deactivate, when to remove, and how to restore access.
- [How leave management works in PlanMyRounds](https://www.planmyrounds.com/docs/leave/overview.md): Understand how leave requests flow through PlanMyRounds — from a doctor submitting a request, through admin approval, to it appearing on the duty roster.
- [Creating and managing leave types](https://www.planmyrounds.com/docs/leave/leave-types.md): Set up and manage the leave categories — like Annual Leave, Sick Leave, or Study Leave — that your team selects when submitting requests in PlanMyRounds.
- [Applying for leave](https://www.planmyrounds.com/docs/leave/applying-for-leave.md): Submit a leave request in PlanMyRounds, add shifts to avoid, attach supporting notes, and resolve roster conflicts — as an admin or a doctor.
- [Approving and rejecting leave requests](https://www.planmyrounds.com/docs/leave/approval-workflow.md): How PlanMyRounds admins review pending leave requests, approve or reject them with comments, and change a previous decision later if team plans shift.
- [Cancelling a leave request](https://www.planmyrounds.com/docs/leave/cancelling-leave.md): Withdraw a pending leave request or shift-to-avoid entry in PlanMyRounds before it's reviewed, and learn what happens when an approved leave is cancelled.
- [Viewing the leave calendar](https://www.planmyrounds.com/docs/leave/calendar.md): See every approved and pending leave across your team in a single month-by-month calendar, with filters by department, pod, doctor, and seniority.
- [PlanMyRounds Agent](https://www.planmyrounds.com/docs/agent/overview.md): Ask questions about your schedule, leave, and settings in plain language, and let the Agent prepare changes that you confirm with one click.
- [How the Agent makes changes](https://www.planmyrounds.com/docs/agent/confirming-changes.md): The Agent only proposes changes. Nothing happens to your schedule or leave until you click Confirm in the chat.
- [Using the Agent as a doctor](https://www.planmyrounds.com/docs/agent/using-the-agent-as-a-doctor.md): Check your shifts, find open shifts, swap a duty, and apply for or cancel leave by chatting with the PlanMyRounds Agent.
- [Using the Agent as an admin](https://www.planmyrounds.com/docs/agent/using-the-agent-as-an-admin.md): See the whole team's schedule, assign doctors, change shift times, handle leave, and draft duty plans by chatting with the PlanMyRounds Agent.
- [PlanMyRounds Agent troubleshooting](https://www.planmyrounds.com/docs/agent/troubleshooting.md): Fixes for the most common Agent questions: missing schedules, changes that didn't apply, leave that's still pending, and more.
- [How fairness works in PlanMyRounds](https://www.planmyrounds.com/docs/concepts/fairness.md): PlanMyRounds balances total workload, shift-type mix, and preferences when generating a roster — here's what fairness actually means and what it doesn't guarantee.
- [What is Auto Mode?](https://www.planmyrounds.com/docs/concepts/auto-mode.md): Auto Mode controls how much of an Auto Duty planning cycle runs without an admin clicking Generate or Publish — here's what each level actually does.
- [How coverage requirements work](https://www.planmyrounds.com/docs/concepts/coverage-requirements.md): Coverage requirements set the minimum headcount and seniority mix PlanMyRounds must staff on every shift — here's where they're set and how the engine treats them.
- [How seniority and senior/junior mix work](https://www.planmyrounds.com/docs/concepts/seniority-and-senior-junior-mix.md): Every doctor is Senior or Junior, and shifts can require a minimum number of seniors — here's how that level is used across scheduling.
- [How rest and consecutive-duty limits work](https://www.planmyrounds.com/docs/concepts/post-night-rest-and-consecutive-duty-limits.md): Max consecutive work days, minimum rest days per week, minimum rest hours between shifts, and post-shift recovery time — all hard constraints the engine never violates.
- [Why did my Duty Plan generation fail?](https://www.planmyrounds.com/docs/troubleshooting/duty-plan-generation-failed.md): Diagnose a Failed Duty Plan — insufficient doctors, approved leave, staffing requirements, or scheduling rules that are too tight — and retry.
- [Why wasn't a doctor assigned?](https://www.planmyrounds.com/docs/troubleshooting/doctor-not-assigned.md): A step-by-step diagnostic for why a specific doctor is missing from a generated Duty Plan or was given fewer duties than expected.
- [Why is a shift's timing wrong on a roster?](https://www.planmyrounds.com/docs/troubleshooting/shift-timing-is-wrong.md): Check the Shift Requirement, the Shift Schedule that references it, and the specific Duty Plan itself when a shift's start or end time looks incorrect.
- [A doctor can't see their roster](https://www.planmyrounds.com/docs/troubleshooting/doctor-cannot-see-roster.md): Check member account status, the doctor-member link, and Duty Plan status when a doctor can't see their duties in PlanMyRounds.
- [A doctor can't request a swap](https://www.planmyrounds.com/docs/troubleshooting/doctor-cannot-request-a-swap.md): Check roster status, sign-in, and rule conflicts when a doctor can't start or complete a duty swap.
- [Why didn't Auto Duty run?](https://www.planmyrounds.com/docs/troubleshooting/auto-duty-did-not-run.md): Check the Auto Duty's Active status, cadence, and planning window when an expected Planning Cycle hasn't started or hasn't generated.
- [Why wasn't a doctor's leave respected?](https://www.planmyrounds.com/docs/troubleshooting/leave-not-respected.md): Check leave status, approval timing, and shift-to-avoid preferences when a doctor was scheduled despite requesting time off.
- [Common onboarding issues](https://www.planmyrounds.com/docs/troubleshooting/common-onboarding-issues.md): Invite emails not arriving, a new member not showing up to link, and new-doctor shift restrictions — what to check when setting up your team.
- [How the PlanMyRounds scheduling engine works](https://www.planmyrounds.com/docs/scheduling-engine.md): A full reference for every input, constraint, fairness rule, and trade-off the PlanMyRounds scheduling engine reasons about when generating a duty roster.
- [What changes when you edit something?](https://www.planmyrounds.com/docs/what-changes-when-you-edit-something.md): How editing a Shift Requirement, Shift Schedule, doctor profile, or leave affects existing Duty Plans versus Duty Plans generated afterward.