# PlanMyRounds Docs

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

## Docs

- [PlanMyRounds Introduction](https://planmyrounds.com/docs/index.md): Learn how to build rosters, manage shifts, leave, and swaps in PlanMyRounds — the rota platform for clinical teams and on-call rotations.
- [Applying for leave](https://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://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.
- [Viewing the leave calendar](https://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.
- [Cancelling a leave request](https://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.
- [Creating and managing leave types](https://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.
- [How leave management works in PlanMyRounds](https://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.
- [Quickstart: build your first roster](https://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.
- [Creating a roster](https://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.
- [Editing a published roster](https://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.
- [How rosters work in PlanMyRounds](https://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.
- [Reviewing and publishing a roster](https://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.
- [Roster constraints and scheduling rules](https://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.
- [Roster and shift statuses](https://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 the PlanMyRounds scheduling engine works](https://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.
- [Creating shifts in a roster](https://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.
- [How shifts work in PlanMyRounds](https://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://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.
- [How swaps are confirmed](https://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.
- [How duty swaps work in PlanMyRounds](https://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://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.
- [Viewing swaps on a roster](https://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.
- [Updating a doctor's profile and preferences](https://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.
- [Inviting a team member](https://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://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.
- [Members, doctors, and how your team is organised](https://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.
- [Deactivating or removing a member](https://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.
- [Roles and permissions](https://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.
- [Staff profiles and user accounts](https://planmyrounds.com/docs/team/staff-profiles-and-user-accounts.md)