Since Canix sends data to Metrc in real-time, Canix's Review Metrc Submissions feature allows administrators to review and approve all submissions to ensure they are accurate before they are sent to Metrc. This also allows you to better manage your team by giving you an overview of who is submitting what and when. Enable this feature for users from User Management in the Web Application.
For non-Metrc customers, this feature is a great tool to ensure your data is clean and is saved to our system with no errors. While we do not submit directly to your regulatory agency this feature will ensure that your reports are clean.
1. Update User Management Preferences
2. Review Submissions that are Pending Approval
3. Review All Metrc Submissions
Update User Management Preferences
- Admin > User Management
- Select the User who should require review upon submission
- Check the box Requires Review on Submissions
- Select Update
Now that this feature has been enabled for Users within your facility, you can view All Pending Metrc Submissions and all completed Metrc Submissions.
Review Submissions that are Pending Approval
- Go to Admin > Review Submissions > Pending Approval
- Browse METRC submissions within your selected facility, and approve ones that are Pending approval.
- Note: Only Administrators can Approve or Deny Metrc Submissions
- Check the box next to the submission
- Select Approve to submit to Metrc or Deny to send back to the user for edit
Review All Metrc Submissions
- Go to Admin > Review Submissions > All
- Any submissions from the Mobile App or Web App that are sent to Metrc will be recorded in this section
You have the ability to review and edit harvest submissions without having to re-do your work. This can be done by viewing Unsubmitted Harvests.
