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This step captures everything the system needs to set the shape of your schedule.

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Name and team

Give the schedule a name like “Senior Residents Schedule” and your team a name like “CPMC Internal Medicine.” Pick your specialty and facility type from the dropdowns.

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Dates and block size

Set a start date and end date for the schedule. Most teams set this to one academic year, but you can use any range. Pick a block size: Day, Week, Two Week, or Month. This is the smallest unit the system assigns rotations in. Most block-based programs use Week or Two Week. Set statutory leave days per person if your jurisdiction guarantees a number of leave days each person gets.

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Your physicians

Upload a CSV with your physician roster. The CSV needs three columns:
  • First Name (required)
  • Last Name (required)
  • Email (optional but recommended)
Click Template to download a starter CSV with the right headers.
Screenshot to add: the physician upload area showing the Template download button and the dropzone.
Rows missing a required field or with a duplicate email are flagged. You can fix the CSV and re-upload, or import the rest and skip the bad rows. For details on what we track per person, see People.

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Your blocks

Blocks are the rotations or activities you schedule (Wards, Clinic, Nights, Vacation). For each block, fill in:
  • Label (e.g. “MICU”)
  • Description (optional)
  • Load type: Light, Medium, or Heavy
  • Type: regular, leave, or on-call
  • Allowed roles: which ranks can be assigned (e.g. PGY1 to PGY4)
Screenshot to add: the blocks table with a couple of example blocks filled in.
For details on each field, see Blocks.