Processing Jobs (old user interface)

You must have Manage permissions to Processing Jobs to utilize Processing Jobs in Canix, and successfully sync Processing Job Types.

You must have Manage permissions to Processing Job Types to successfully sync processing job types from Metrc.

Overview

This guide provides detailed instructions for managing Processing Jobs in Canix, including starting, discontinuing, and finishing Processing Jobs. The steps ensure compliance with Metrc requirements for facilities in OR, NV, and MT.

1. Start Processing Job

Preconditions:

The following criteria must be met to start a Processing Job from Canix:

1. Active package(s) added as inputs:
   • Ensure that only active packages are added to the job.
2. No intermediary inputs or outputs:
   • The Processing Job cannot include intermediary packages.
3. No ongoing Processing Job on the same run:
   • Verify that there are no Processing Jobs currently in progress for the selected run.

Steps to Start a Processing Job:

1. Select the desired run and ensure it meets the preconditions listed above.
2. Select Processing Job Actions
3. Select Start Processing Job.

Post-Submission Actions:

• The Processing Job is opened in Metrc, and the source packages are updated to reflect the deducted quantities.
• Canix updates the active package quantities to match the changes in Metrc.
• The job status changes to "Active" in Metrc and intermediary package additions/outputs are restricted until the job is completed or discontinued.

3. Adjust Processing Job

Purpose:

To allow users to make necessary changes to an open Processing Job before it is submitted, ensuring accuracy and compliance.

Adjustment Types:

1. API-Related Error:
   • Used to correct issues where integration with Metrc posts data incorrectly.
   • Requires an Adjustment Note to proceed.
2. Entry Error:
   • Used to fix errors in the initial Processing Job setup or shortly after creation.
   • Does not require a note.

Steps to Adjust a Processing Job:

1. Edit Input:
   • Navigate to the Processing Job and select Edit Package (via ellipses menu).
   • In the Edit Input Modal, select a required Adjustment Reason and, if applicable, provide an Adjustment Note.
   • If the reason is API-Related Error and no note is entered, the Save & Submit button will be disabled.
2. Add a Source Package:
   • Navigate to the Processing Job and select Add Input (via ellipses menu).
   • In the Add Input Modal, select a required Adjustment Reason and, if applicable, provide an Adjustment Note.
   • If the reason is API-Related Error and no note is entered, the Save & Submit button will be disabled.
3. Remove a Source Package:
   • Navigate to the Processing Job and select Delete Input (via ellipses menu).
   • Confirm the action in the Delete Input Modal and submit the change.

Post-Submission Actions:

• Submissions are logged in the Metrc Submission table, including the data:
  • Submission Name
  • Adjustment Reason
  • Adjustment Note (if applicable)
  • Timestamp

3. Discontinue Processing Job

Limitations (Per Metrc):

A Processing Job cannot be discontinued if:

1. Output packages have been created.
2. Source packages have been adjusted.
3. Additional source packages have been added.

Why Discontinuation is Important:

1. Aligns with Metrc’s core Processing Job functionality.
2. Provides flexibility to correct errors such as incorrect job type or source tags.

Steps to Discontinue a Processing Job:

1. Navigate to the active Processing Job in Canix.
2. Verify that no adjustments, outputs, or additional source packages have been made.
3. Select Processing Job Actions
4. Click the Discontinue Processing Job button.
5. A modal will appear:
   • Confirm the action by selecting Submit.
6. Upon submission:
   • If successful:
     • The Processing Job type is removed from the run details summary.
     • The Start Processing Job action becomes available again.
     • Source package quantities are restored in Metrc (this happens automatically in Metrc).
   • A log entry is created in the Metrc Submission table.

Metrc Submission Log Details:

• Submission Name: "Discontinue Processing Job"
• Submission Status: Successful/Failed
• Timestamp

4. Create Output Packages and Finish Processing Job

Purpose:

To finalize a Processing Job by creating output packages, logging waste, and completing the job in Metrc.

Steps to Finish a Processing Job:

1. Ensure the Processing Job is Active and all necessary details are prepared.
2. Navigate to the run you would like to submit and click Submit.
3. Canix will display the output tags and waste that will be created and sent to Metrc.
4. Upon submission:
   • Canix sends the relevant data to Metrc.
   • Output packages are created.
   • Waste quantities are logged.
   • Note values are logged.
   • The Processing Job is marked as complete.

Compliance Notes:

• Ensure all source and output packages align with Metrc requirements.
• Regularly review Processing Job logs for accuracy and completeness.
• Any errors during submission should be resolved promptly to maintain compliance.

Troubleshooting and Support:

For any issues encountered during Processing Job management, contact the Canix Support team.