Related article: [Video] Create an LMS from a JA
Creating an LMS from a tool-based JA that already exists in a case is basically using a shortcut to add an Employer Contact.
In the LMS section, click the [+LMS] button and choose Create an LMS from an existing JA:
Only tool-based JAs in the case are shown.
Select one and click Create Survey.
The LMS summary is created with the same job title as the job title in the JA.
An Employer Contact is automatically entered with most of the same information that is contained in the JA.
Click View to see the contents of the Employer Contact that was added.
Click Edit to add at least an Employer Name, City and County, a Source name, and an outcome. You can edit any of the information that came over from the JA.
Save the Employer Contact and click the X to close it and go back to the Summary.
Now, you can add more Employer Contacts or click Edit to add information to the required fields of the Summary section: Authored Date and Survey Area.
You can also add the Job Description, Physical Requirements, and other fields from the Employer Contacts.
Enter a Conclusion and an Outcome: Positive, Negative, or Undetermined.
Click Save to keep your changes.
Click Generate Document.
Bank the LMS if you want to.