1. Overview

The HBRA Share Registry application tracks cottage shares, lots, owners & friends, interesting historical facts about the Resort and more.

Use the left navigation to:

• Home – Return to the welcome screen. You can select any of the options here or on the nav bar on the left-hand side.
• Share History – View the entire share ownership history, including current shares/ownership, for each Cottage.
• Add Share – Create and save a new share record.
• Cottage History – View historical information about each cottage including year built, prior owners, etc.
• People – View and edit owner and friend information, addresses, ownership percentages and status, etc.
• Reports – View and export reports.
• About – View application information and user instructions.

2. Viewing existing shares (Share History)

1. Click Share History in the left navigation.
2. The Share History page opens with a search option at the top.
3. To view share ownership information select a specific Cottage number from the list and the history will appear.

3. Adding a new share (Add Share)

1. Click Add Share in the left navigation.
2. The Add New Share form will open.

Share No

• This is automatically set to the next available number (highest existing share number + 1).
• Normally, you do not need to change this.

Issue Date

• Defaults to today’s date.
• Click the calendar icon to change if necessary.

Cottage

• Select the cottage from the drop-down list.
• When you change the cottage, the Lot list will automatically refresh to show only the lots for that cottage.

Lot

• Select the lot number associated with this share from the dropdown list. NOTE: only one Lot No. per share is allowed.

Owners

• Use the multi-select box to choose one or more owners.
• To select multiple owners for a share (as is often the case), hold Ctrl (or Cmd on Mac) and then click on each owner's name.
• Selected owners will be linked to this share in the OwnerShare table.

Cancelled

• Leave unchecked for a new, active share.
• Check this box only if you are entering a share that has already been cancelled.

When all fields are complete, click Save:

• The share is inserted into the Share table.
• Owner relationships are inserted into the OwnerShare junction table.

Click Cancel to discard all changes and return to the previous page. No new share will be created.

4. Editing an existing share

1. From Share History, click Edit next to the share you want to modify.
2. The Edit Share page will display the existing details.

• Share No is read-only and cannot be changed.
• Issue Date, Lot, Cottage, and Cancelled can be edited.
• The Owners multi-select shows current owners with their names pre-selected.

To change owners:

• Use the multi-select box to add or remove owners.
• Again, hold Ctrl/Cmd for multi-select.

Click Save:

• The main Share record is updated.
• Existing OwnerShare rows for this share are deleted and replaced with the new selection of owners.

Click Cancel to abandon changes and return to the Share History page.

NOTE: you cannot edit a "Cancelled" share as the information regarding prior shares and ownership cannot be changed for archival/historical reasons.

5. Cottage Summary

1. Click Cottage Summary in the left navigation.
2. Select a Cottage from the dropdown list to view a summary of:

• The year the Cottage was built.
• The nickname for the Cottage (e.g., “Birch Villa”).
• The history of the Cottage compiled from numerous sources including Ada Mae Kuhn's historical accounts.

The Cottage Summary view also includes a History section where you can add, edit, and save historical notes about the Cottage.

This view is read-only except for the History section which may be modified and saved.

6. People

1. Click People in the left navigation.
2. Use the filters and search options (if any) to find a specific person.
3. Edit address, contact info, ownership status and related fields as required, then click Save.

7. Reports

1. Click on the Reports button on the left-hand menu.
2. Select a report option from the dropdown list; the applicable report page will open.

• Cottage Ownership History – select a Cottage and click Run Report to see the full ownership history for that Cottage.
• Owners / Friends – display all owner and friend information such as address, email, etc.

Export to Excel – on any report page, click Export to Excel to download the contents as a CSV file.

8. Tips and notes

Multi-owner selection

• When selecting owners, remember to hold Ctrl (Windows) or Cmd (Mac) and then click on each owner's name to select multiple names.

Dependent drop-downs

• Changing the Cottage will reload the Lot list. Always double-check the Lot after changing cottages.

Cancelled shares

• Use the Cancelled checkbox to flag shares that are no longer active. This keeps historical records without deleting them.

Navigation

• You can switch pages at any time using the left navigation; unsaved changes on a form will be lost if you move to a different page without saving those changes.

Tool Tips

• You can usually hover your mouse over a button to get tips about that button.