Rapid Reinvestment Form
The Rapid Reinvestment Form is a fast and easy way to get information into the Maestro system. This was built to assist those who are entering their reinvestment data all at once rather than an on-going basis.
To access the form, click on the hammer & wrench icon at the bottom of the left-hand menu.
The Rapid Reinvestment form will be at the top of the navigation under the "Data Entry" section. If this is minimized, click on the "Data Entry" to expand the section to click on the form.
To begin, click the "next" button, which will open the "02. New Businesses" section.
To add a new business, click on the "+" button to add a new row. Complete all the required data (Name, Date Opened) in that row. The number of employees and business location can also be added here. All required fields are marked with an asterisk.
Because this business will not be in the system yet, utilize the "Add XXX" that appears when you start typing. The business will not save to the system without utilizing this method.
When all the necessary data is added, click "next" to go to the next section of the form.
IMPORTANT: If there is no data for a section, skip that section by clicking "next" or clicking into the next section that data needs to be entered. You are not required to enter information in every section of the form.
Once all data has been entered, click into the "17. Review & Submit" section.
In this section, it will display what data has been entered and what is not marked as complete.
If the information is correct, click the checkbox to verify that the information is correct and click "Submit". When you click submit, you will get a green notification in the bottom right hand corner of the screen.
Note: If the notification does not appear, the data has not be submitted to the system.
Errors / Warnings
If there is an error or missing data, when you click submit, a notification will appear on the screen. The notification will appear below the section(s) that has an error. In the example below, it indicates an error in "No. 16 Volunteer Hours."
Once errors have been resolved, click submit again and data will be entered into the system.
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