Introduction

In this article, we have gathered practical tips that make it easier to work with Ewida Standard and Ewida Audit. These are not separate features, but rather a set of good habits and settings that speed up everyday work with records and audits.

They cover, among other things, the Properties window, bulk editing, object relationships, dynamic location, the Notes tab, data filtering, and application performance optimization. Since both programs are classic Windows desktop applications, many of these improvements make a real difference when working with larger databases and handling workstations on a daily basis.

The Properties window - shortcuts and settings

The Properties window is one of the main work areas in Ewida Standard and Ewida Audit, so it is worth knowing a few simple shortcuts well.

  • TIP 1 - the TAB key moves to the next property below, while SHIFT + TAB goes back to the fields above.
  • TIP 2 - the ALT + DOWN ARROW shortcut expands the suggestion list for the selected property. The selection can be confirmed with ENTER or canceled with ESC. When a value has been changed, the new entry is shown in bold.
  • TIP 3 - if a given field is not needed in the Properties window, it can be disabled in the object settings. In the same place, you can also use the My Property Names option to rename a selected field so that it better matches the terminology used in your company.

These small shortcuts may not look spectacular, but when used regularly, they save a lot of time and reduce unnecessary clicking.

Custom property names

If the default property name does not fit the way your company works, it can be changed. For example, a field with a technical name can be replaced with one that is more organizational or accounting-oriented, if that is the terminology your team uses.

To do this, open the program settings and go to the My Property Names section. After finding the right entry, enter the new name and confirm the change. After saving, an application restart is required, because the new name will only appear after restarting in the Properties window, detailed reports, and summaries.

It is also worth remembering that summaries store column names in their configuration. If something looks wrong after changing a name, it is usually enough to use the Restore Defaults option in the settings of that summary.

Bulk data editing and group operations

One of the most practical mechanisms in both programs is the ability to work with many objects at the same time.

  • TIP 4 - to change the same value for many records, you can use the Edit option from the main menu, select objects with SHIFT, CTRL, or CTRL+A, then enter the new value on the right side and confirm it with ENTER.
  • TIP 5 - in a similar way, you can also create a larger number of new objects in bulk. After starting the New option, just fill in the data and specify the Quantity by clicking that field or using the F2 key.

The bulk mechanism is not limited to standard editing. It also supports creating relationships, deleting objects, and recorded actions such as repair, upgrade, maintenance, and service. With larger databases, this is one of the most important tools for speeding up daily work.

Data trees and object descriptions

When working with the Object Manager, Audit Manager, or Network Manager, it is worth using the option to quickly regroup data.

  • TIP 6 - right-clicking a grouping node lets you change the property used for sorting. The tree immediately recalculates the objects and arranges them according to the new key.
  • TIP 7 - the description of the last node representing an object can be adjusted in the settings through the Object Description option. There, you can decide which properties should make up the description and which separators should be used.

This simple setting helps a lot when the user wants objects to be clearer already at the tree structure level, without having to open each item separately.

The Notes tab and multi-line editing

The Notes tab makes it convenient to edit selected fields in multi-line mode. It is available in the Properties window of every object in both Ewida Standard and Ewida Audit.

In the settings, you can choose which properties should appear in the Notes tab. What is important:

  • the set of fields can be different for different object types,
  • a field used in Notes does not have to be visible at the same time in the standard Properties tab,
  • the tab remembers the last edited field,
  • Notes also supports bulk editing.

In bulk mode, the same rules apply as in standard property editing. If all selected objects have the same value, the field will show it. If the values differ, the field will remain empty, but you can overwrite it with one new content for all selected records.

Dynamic object location

Dynamic location is one of the most useful mechanisms for keeping data organized. It makes it possible to automatically fill in properties such as Location, Department, Section, and Room Number based on relationships between objects.

In practice, it works in such a way that an object takes location data from its parent object. For example, a device can take its location from a set, and a set can take it from a user. Because of this, when a user changes department or location, all related items automatically refresh their data.

To use dynamic location, it is best not to fill in location fields manually in objects other than the user. If such values were previously entered manually, they can be removed in bulk through group editing. Then the program will start using the automatic location inheritance mechanism again.

If, however, the user enters these fields manually in an object other than the user, the program will treat it as switching that item to a static location.

Object relationships and Drag & Drop

Relationships between objects can be created in the standard way through the Assign and Disconnect functions, but in many situations the Drag & Drop mechanism is more convenient. It allows you to drag objects between managers, summaries, and detailed reports in order to create default relationships.

The mechanism works in many layouts, including:

  • Object Manager >> Summary,
  • Summary >> Object Manager,
  • Object Manager >> Object Manager,
  • Summary >> Summary,
  • Object Manager >> Detailed Report,
  • Summary >> Detailed Report.

It is worth remembering that Drag & Drop mainly supports default relationships. If you need to create a different type of relationship, it is better to use the standard wizards. For bulk linking of larger numbers of items, it is also best to use dedicated wizards, because they make it easier to handle many objects at once.

Filters and custom summaries in practice

Filters in Ewida Standard and Ewida Audit work on the basis of groups of AND and OR conditions. In an AND group, all conditions must be met at the same time, while in an OR group, it is enough for at least one of them to be met.

Filters become most useful when combined with the My Summaries mechanism. In this model, you can first build your own view with the right columns and then apply a filter that matches a specific work scenario.

This approach works well for recurring tasks, for example printing a monthly list of specific accessories, devices out of warranty, or objects that meet particular location, organizational, and cost conditions. If such a filter is to be used permanently, it can be saved for the summary with the Remember Summary Filter option.

Optimizing program performance

With larger databases, not only functionality becomes important, but also performance. In this area, it is worth remembering a few rules.

In Ewida Standard, a large part of data volume can be generated by detailed history logs. As the database grows, it is worth periodically using the History Entry Management Wizard, which allows you to clean up older or unnecessary entries. It is also a good practice to limit log categories to those that are actually needed.

In Ewida Audit, the number of stored scan files matters a lot. If the main goal is to work primarily on the latest data, you can enable the Keep Only the Last Scan Result option in the audit settings. This reduces the amount of data being processed and improves performance.

In addition, both programs let you control application logs and event log entries, including automatic cleanup after a defined number of records has been exceeded. These housekeeping actions matter a lot during long-term work on the same database.