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Documentation Index

Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt

Use this file to discover all available pages before exploring further.

Real life happens. A doctor calls in sick, an emergency comes up, or you simply want to swap a couple of assignments around. PlanMyRounds has a manual edit mode for exactly these moments — you don’t need to regenerate the whole roster.

Open the edit view

1

Open the roster

Go to Duty Plans and open the roster you want to change.
2

Switch to edit mode

Select Edit from the action menu (or the Edit button if shown).
The edit view shows a calendar with drag-and-drop. Doctors are listed in a panel on the left — drag any name onto a shift cell to assign them.

Make changes

ActionHow
Reassign a doctorDrag a doctor from the side panel onto a shift cell on the calendar.
Remove an assignmentSelect the X on an existing assignment chip.
Add a doctor to the rosterUse Add Doctor to bring in someone who wasn’t part of the original plan.
Every change is tracked in real time. An undo button lets you step back through recent edits before saving.

Watch for conflicts

As you make changes, PlanMyRounds checks for scheduling conflicts — for example:
  • Assigning a doctor who has approved leave on that date.
  • Putting a doctor on back-to-back shifts without the required rest.
  • Going over the maximum consecutive working days.
Conflicts appear in a panel on the right side of the screen, with the date and reason for each one.
Conflict checks in edit mode are advisory. You can save a roster with flagged conflicts, but doing so may breach your scheduling policy. Review every warning before saving.

Save your changes

Select Save to confirm. The roster updates immediately. Changes to a published roster do not change its status — it stays visible to the team, with the new assignments shown to everyone, including viewers of the public share link.

When to edit vs. when to swap

SituationBest tool
Doctor is unavailable last minute (sick, emergency)Admin edit
Two doctors want to trade their own shiftsDuty swap
Reversing a swap that shouldn’t have happenedAdmin edit
Adding a doctor who wasn’t in the original teamAdmin edit

Next steps

How duty swaps work

Let doctors handle small changes between themselves.

Roster constraints

Understand the rules that conflict warnings are based on.