Licensed Transfer Templates (Metrc Manual)

Licensed transfers made on a regular basis to the same Destination licensee utilizing the same Planned Route, Transporter(s), Driver(s) and/or Vehicle(s) can be recorded in Metrc most efficiently when a transfer template is employed.

A template can be used to record these types of transfers with minimal data input to suit the circumstances of a particular transfer and specify the packages to be transferred.  The template can also be copied as a starting point to create additional templates.

The Licensed Transfers Template page shown in Exhibit 91 is accessed by selecting the Templates option from the Transfers menu in the top navigation bar.

  1. New Template. This button launches the New Licensed Transfer Template page described in Section 7.2.1 below.
  2. Template. This field displays the template name.
  3. Manifest. This field displays the unique number assigned to the template.
  4. Destination. This field displays the Destination(s) of the transfer.  If there is more than one Destination, the value in the field displays as “(multi-destination)” and the user can use the Expand Arrow to view all Destination information.
  5. Stops. This field displays the number of stops (destinations) specified on the transfer template.
  6. Packages. This field displays the number of packages included on the transfer template.  The user can use the Expand Arrow to view all Package information.
  7. Date Created. This field displays the date the transfer template was created.
  8. Use Button. This button launches the New Licensed Transfer page (see Section 7.1), pre-populated with the values specified on the selected template.
  9. Copy Button. This button launches the New Licensed Transfer Template page, pre-populated with the values specified on the selected template.
  10. Edit Button. This button launches the Edit Licensed Transfer Template page populated with values from the selected transfer template.  All fields except the template number are editable.
  11. Discontinue Button. This button discontinues the selected transfer template so it can no longer be used.
  12. Expand Arronw. This arrow indicates that there is additional detail available for the row.
    Selecting the expand arrow to next to the Template name provides information about the Destinations included on the template.
    Selecting the expand arrow to next to each Destination provides information about the Transporter(s) and Package(s) specific to that Destination.
    Selecting the expand arrow to next to each Package displays tabs containing Lab Results (if applicable) and the History of the package.  See Section 6.2 for more information about the content of these tabs.

Creating Licensed Transfer Templates

To create a template, select the New Template button on the Licensed Transfers. Templates page to access the New Licensed Transfer Template page. The New Licensed Transfer Template page is used to specify the name of the template and the values to populate in the template.

The New Licensed Transfer Template page shown in Exhibit 94 shares many elements with the Create a Licensed Transfer page (blue annotations).  Please see the Section 7.1.1 above for a description of these shared elements.  The elements unique to the New Licensed Transfer Template page (red annotations) are described below.

  1. Name. Use this field to specify the name of the transfer template.
  2. Register Template Button. Select this button to finalize the creation process and make the transfer template available to create new licensed transfers and additional transfer templates.

Editing Licensed Transfer Templates

Select the Edit button associated to the transfer template to be updated on the Licensed Transfers Templates page to access the Edit Licensed Transfer Template page.

 The Edit Licensed Transfer Template page shown in Exhibit 95 shares many elements with the New Licensed Transfer page (blue annotations).  Please see the Section 7.1.1 above for a description of these shared elements.  The elements unique to the Edit Licensed Transfer Template page (red annotations) are described below.

  1. Name. Use this field to change the name of the transfer template.
  2. Manifest Template. Select this button to finalize the creation process and make the transfer template available to create new licensed transfers and additional transfer templates.
  3. Save Template Button. Select this button to save the changes made to the transfer template.


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