Related article: [Video] Creating a Word Document LMS
You can use a Word document template to write your LMS (or LMS/R) and then add that to the LMS Bank in Gardiant Works.
Pro: You have full control over the formatting in Word.
Con: Because the Employer Contacts (if any) will be embedded in the Word document file, they will not be usable elsewhere.
The process of creating a Word document LMS involves first creating a Basic Info file that will contain searchable information about the creator (you), the worker (whose case you are currently logged into) and the job. Then, you either choose a document that is already in the Documents section of the case, or you upload a document from your desktop (or somewhere else outside of Gardiant works), and associate it with the Basic Info file.
Starting from the LMS screen of a case, click the [+LMS] button and select Create a Word document LMS:
The only required fields are the DOT Title (which will be the saved title of the LMS) and the Document field that will contain the file you are using. You can enter multiple DOT Titles, but only one Word (.docx) document can be associated with a Word document LMS.
After entering a DOT Title, use one of the following options to associate the LMS with a document:
Using a document in the Documents tab of the Case:
Click the pencil icon in the Document field to choose a file that has already been uploaded and saved in the Documents section of the case.
Choose an Outcome: Positive, Negative, or Undetermined.
Click Save. You can click the name of the Word file to open it for editing, just like any other Word file for the case. After making changes in Word, use the Gardiant Works Word Add-In save button to keep your changes.
Close Word and go back to Gardiant Works.
To make changes to a saved Word document LMS, click the Edit Basic Info button. You can change any of the fields and even delete the associated file and upload a new Word document.
Using a document outside of Gardiant Works:
Click the Upload button in the Document field and find the file you want on your computer.
The Upload files page is displayed. You can change the name of the Word document, select a new Category and Type, or browse for a different file if you got the wrong one.
Click the Upload button. Gardiant Works saves the file into the Documents tab of the case.
Save the Word document LMS. That’s it! Now it can be banked and searched for by other users.
You cannot use an LMS Word document that is already assigned to another LMS on the same claim. If you do try to assign the same document to another LMS on the same claim, the following error will be displayed: