Managing a folder definition from the Dynamic Workload Console

You can manage folders to define a line of business.

About this task

The purpose of the following scenario is to show how to create a folder in the context of an example.

The scope of the scenario is to create folders for mortgage loan openings. The mortgages are organized in different folders that are named according to the year of the mortgage loan was opened.

Procedure

  1. Create the folder for mortgage loan openings:
    1. From the Design menu, click Workload Designer page, and then select the engine.
    2. In Explore area, click Create new + and choose Folder.
    3. In General Info, type the name 2022.
  2. Create another folder for the year 2021:
    1. In Explore area, click Create new + and choose Folder.
    2. In General Info, type the name 2021.
  3. Save both folders.

Results

You defined two folders with different names according to the year in which the mortgage loan was opened.