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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.

Leave types are the categories your organisation uses to classify time off — for example, Annual Leave, Sick Leave, or Maternity Leave. Each type has a short code (like AL, SL, or ML) that appears on calendars and reports so it’s easy to read at a glance. Your organisation starts with a default type called General Leave (GL). You can add as many custom types as you need.
Only admins can create, edit, or delete leave types.

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Create a new leave type

1

Open Leave Types

Go to Settings in the sidebar, then open the Leave section. You can also reach it from the Leave Types tab in the Leave area.
2

Add a new type

Select Add Leave Type.
3

Fill in the details

Enter the full Name (for example, Maternity Leave) and a Short Code — 2 or 3 uppercase letters, like ML.
4

Save

Select Create. The new type is immediately available in the leave request form.
Short codes must be unique within your organisation. If you enter a code that already exists, you’ll see an error and need to pick something else.

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Edit a leave type

Need to rename a category or change its code? Select the edit icon next to any leave type, update the Name or Short Code, and save. Changes take effect immediately for all future leave submissions. Existing entries continue to show the code they were submitted with.

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Activate or deactivate a type

Each leave type has an Active / Inactive toggle.
  • Active — the type appears in the leave request form and doctors can select it.
  • Inactive — the type is hidden from the form but existing entries that used it are untouched.
Deactivating is the safest way to retire a category you no longer want people to use — you keep the history, just stop new submissions.

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Delete a leave type

To remove a type permanently, select the delete icon next to it.
Deleting a leave type cannot be undone. Make sure it is not in active use before removing it — deactivating is usually the safer choice.
The default General Leave (GL) type cannot be deleted.

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Next steps

Apply for leave

Submit a leave request using one of your new leave types.

Approve or reject requests

Review pending requests and update the roster automatically.