Two types of changes
Swap
Transfer
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.