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Documentation Index

Fetch the complete documentation index at: https://planmyrounds.com/docs/llms.txt

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Last-minute changes happen — a family event, a study commitment, or simply a tough week. Duty swaps in PlanMyRounds let doctors handle these between themselves on a published roster, without waiting for an admin. The scheduling engine checks every swap on the fly, so the roster stays compliant with your rules even when changes happen at speed.

Two types of changes

Swap

A true exchange — you take your colleague’s shift, they take yours. Shown with a double-arrow icon.

Transfer

You hand off your shift to a colleague who has a free slot and nothing to give in return. Shown with a single-arrow icon.

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

SituationBest tool
Two doctors want to trade their own shiftsDuty swap
Last-minute illness or emergency — admin needs to step inAdmin edit
Reversing a swap that shouldn’t have happenedAdmin edit
Adding a doctor who isn’t on the rosterAdmin edit
Swaps don’t need admin approval, but admins can always step in and adjust assignments through the Edit Roster view.

Next steps

Swapping shifts

Step through requesting a swap as a doctor.

How swaps are confirmed

Understand what happens the moment you tap Confirm.