> ## Documentation Index
> Fetch the complete documentation index at: https://docs.heystandard.com/llms.txt
> Use this file to discover all available pages before exploring further.

# The basics

> Schedule name, team, dates, slot size, physicians, blocks

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

## 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.

## 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.

## 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.

<Note>
  **Screenshot to add:** the physician upload area showing the Template download button and the dropzone.
</Note>

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](/reference/people).

## Your blocks

[Blocks](/reference/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)

<Note>
  **Screenshot to add:** the blocks table with a couple of example blocks filled in.
</Note>

For details on each field, see [Blocks](/reference/blocks).
