ccmMercury SOS - Asset Management

The ccmMercury SOS installer will load your out-of-the-box asset management database, allowing you to quickly begin managing your inventory.

The asset management database has been developed using WorkDynamics' years of experience in configuring solutions for our clients.

It comes complete with:

  • screens to track core information about your inventory,
  • the contact information for anyone related to the asset,
  • supplier information,
  • all the tasks associated with managing the employee file,
  • and any electronic documents or web links you'd like to associate,
  • any comments you care to write to the file.

We've defined pick lists for many of the data entry fields, filled with commonly used data types, and we've created three out-of-the box roles complete with standard rights and priviledges to allow you to get started right away.

The following briefly walks you through the asset management data entry screens.

Core ccmMercury Screen (top-left)

The core information screen contains information that is generally entered only once, unless small changes are required. It contains various fields, including a information about the asset part numbers, its location, its lease and warranty information, etc.

All supplemental information, such as contacts, suppliers, tasks to complete, all of the versions of the attached documents, and comments are visible in the tree view, on the right side of the ccmMercury screen.


( Click here for a full-size version of the main screen.)

ccmMercury Internal Contact Screen (1st in tree, details at bottom left)

The Contact screen contains one or several internal people who are associated with the asset.

Once a contact has been added to the ccmMercury database, it is possible to reselect people the next time you need to link them to a record, reducing data entry time and ensuring data is consistent.


( Click here for a full-size version of the internal contact screen.)

ccmMercury External Contact Screen (2nd in tree, details at bottom left)

The External Contacts screen contains the external suppliers from whom you purchase or lease your equipement, or perhaps those who maintain it.

Once a person has been added to the ccmMercury database, it is possible to reselect the person then next time they call in, reducing data entry time and ensuring data is consistent.


( Click here for a full-size version of the external contact screen.)

ccmMercury Routing Screen (3th in tree, details at bottom left)

The Routing screen is very important to any ccmMercury database. The tasks listed under this section of the tree show who is working on the file now, who has worked on it in the past, and depending on your setup, can also show you who is next scheduled to work. The symbols beside each entry let you know not only whether the task is completed or not, but also whether it is on time, late, or even if a task was completed early.

It is possible to set up automatic e-mail notifications to let your users know when a new task is assigned to them.

Users can add comments tied to the entries as required.


( Click here for a full-size version of the routing screen.)

ccmMercury Attachment Screen (4th in tree, details at bottom left)

The Attachments screen displays some basic information about each file that has been tied to the question record. Attachments are stored on your network via ccmMercury. Note that with the full version of ccmMercury you can attach references to files stored in the DM document management system.


( Click here for a full-size version of the attachment screen.)

ccmMercury Web Link Screen (5th in tree, details at bottom left)

The Web Link screen displays some basic information about each URL reference that has been tied to the question record. URL links allow you to quickly launch the associated web site.


( Click here for a full-size version of the web links screen.)

ccmMercury Comment Screen (6th in tree, details at bottom left)

The Comments screen displays some basic information about each comment that has been written relating to the record. Depending on their rights, users can add as many comments as they desire to a record, typing manually, or copying and pasting text from elsewhere.


( Click here for a full-size version of the comment screen.)

Further Assistance

Should you be interested in a demo of ccmMercury, or if you have any questions or comments, please do not hesitate to call us at 613-254-9125 or toll-free, at 1-800-668-2662.

Note that WorkDynamics strongly recommends that your users take an introductory ccmMercury course.

If in the future you'd like to further configure your database or create others, consider upgrading to full ccmMercury and training a System Administrator who will be able to maintain your system and make modifications to your setup. In this case, for even more customization, a WorkDynamics analyst can work with you to refine your out-of-the-box database, or to build others.

Other ccmMercury Small Office Solutions Available

  • Client Relations:
    Manage all of the paperwork, e-mails and phone calls relating to your clients. Keep on top of dates for upcoming meetings and important deadlines.

  • Correspondence:
    Manage responses to the influx of letters and e-mails that you receive. Tie together the incoming document or e-mail, the response and all work done to prepare it!

  • Customer Support:
    Track phone and e-mail requests for assistance, keeping on top of outstanding issues and reporting on resolution times.

  • Procurement:
    Handle the process of obtaining quotes, placing purchase orders, receiving items and paying for them using ccmMercury. Enter the relevant information, manage the the process and refence all related documents.

Case Studies

See how other customers have used ccmMercury applications handle their paperless workflow tracking challenges.