# Working With Lines of Business and Phases

To organize a specific group of transactions, or to categorize transactions with similar characteristics, the Admin Tool allows you to create a new Line of Business (LOB). For example, Home Equity is a LOB. The Home Equity LOB would consist of transactions, such as consumer lines of credit and the collateral used to secure the transaction, usually a personal residence.

- Add a Line of Business
  In the Admin Tool, you can add lines of business and phases from the Actions menu, from the toolbar, or from the right-click menu. This procedure shows how to use the right-click menu options.
- Add a Phase
  Within an LOB, you can create phases (logical groups) to break down the workflow by document type; each phase would contain a specific group of documents within a larger document set. Phases are used exclusively with LOBs; they cannot be added without a LOB. Unless an active LOB is selected, the menu and toolbar options for adding and removing phases are disabled. For the example below, another LOB, Home Equity, has been added as a child of Vestar Mortgage.

Parent topic: Expere Knowledge Base Repository