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.

1. Select the LOB; right-click and select Add Phase.
2. Select the new Phase, press the F2 key and change the phase name to Upfront.
   
   
   
3. Select File>Save to commit the changes.
   At this point, the Vestar.Mortgage folder will have two PHAS files: PHAS.HomeEquity.xml and PHAS.Mortgage.xml. The Home Equity phase file, PHAS.HomeEquity.xml, provides the LOB ID and description followed by the phase information.