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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.

Swaps in PlanMyRounds are auto-approved. There’s no admin sitting in the middle, and no waiting for a decision — the moment a swap is confirmed, the roster updates and both doctors are notified. That’s possible because the scheduling engine runs the safety checks for you, every single time.

What gets checked at confirmation

When a doctor selects Confirm on a swap, PlanMyRounds re-validates that:
  • The proposed change does not break any scheduling rule — rest hours, back-to-back limits, max consecutive days, and so on. See Roster constraints for the full list.
  • The roster has not been modified by someone else since the swap options were loaded.
If both checks pass, the swap is applied and the roster updates instantly.

Why re-validation matters

The options shown in the swap panel are calculated at the moment you open it. A lot can change in the next few seconds — an admin might edit the roster, another swap might go through, or new leave might be approved. Re-validating at the point of confirmation — not just when options are loaded — means stale or conflicting choices are caught before they’re applied.
If a conflict is found at confirmation time, you’ll see a message asking you to refresh and try again. The swap is not applied.

How both parties are notified

Once a swap is confirmed, both the requesting doctor and the colleague receive:
  • A push notification on the PlanMyRounds mobile app.
  • An email with the details of the change — including the old and new shift assignments — if their email address is on file.

If a swap needs to be undone

There is no automatic swap reversal. If a swap was a mistake or circumstances change again, an admin can step in and manually reassign the original doctors using the Edit Roster view.
Admins can always reassign shifts through the Edit Roster view, regardless of how the current assignment came about — generated, edited, or swapped.

Next steps

Swapping shifts

The doctor’s-eye view of starting a swap.

Editing a published roster

How admins manually reverse a swap or step in for emergencies.