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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.

A roster — also called a Duty Plan in PlanMyRounds — is the schedule that tells your team who is on which shift, on which day. Instead of building one by hand on a spreadsheet, PlanMyRounds uses a scheduling engine to generate a fair, rule-aware plan for you in under a minute.

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What a roster covers

A date range

A week, a month, or any custom range you choose.

Shifts and staffing

The shift types to include and how many doctors each one needs per day.

A team of doctors

The group of doctors who are eligible to be assigned for this period.

Scheduling rules

The work, rest, and fairness rules the engine must respect.

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The roster lifecycle

1

Create

Open the creation wizard and walk through dates, shifts, team, and rules.
2

Generate

The engine runs and produces a Draft roster, usually within a minute.
3

Review and publish

Check coverage and workload, then publish to make it visible to the team.
4

Adjust

Handle real-world changes through manual edits or duty swaps.

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How the scheduler thinks

The engine looks for the best possible assignment of doctors to shifts. While generating, it respects:
  • Approved leave and shift-to-avoid preferences
  • Maximum consecutive working days and minimum rest days per week
  • Minimum rest hours between any two shifts
  • Senior-to-junior ratios per shift
  • Each doctor’s experience level (senior or junior)
  • Minimum monthly hours per doctor for fairness
For the full list of rules and how they interact, see Roster constraints.
The scheduler only considers leave entries that are Approved before generation starts. Pending requests are not applied. Approve outstanding leave first so the engine plans around it.

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Roster statuses

StatusWhat it means
CreatingThe engine is currently building the schedule. Usually under a minute.
DraftGeneration is complete and the roster is ready for review. Not yet visible to the team.
PublishedThe roster is live and visible to all team members. A shareable link is available.
ArchivedThe roster has been retired. Still viewable for reference.
FailedThe engine could not produce a valid schedule. Adjust inputs and retry.
For the colour key and other statuses you’ll come across, see Roster and shift statuses.

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Where to find your rosters

Select Duty Plans in the sidebar to see every roster in your organisation. Filter by status, department, or the admin who created them.

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Next steps

Create your first roster

Walk through the four-step creation wizard.

Understand the rules

Learn how work, rest, and fairness constraints shape the schedule.