Since Canix sends data to Metrc in real-time, Canix's Review Metrc Submissions feature allows administrators to review and approve all submissions from Canix Users to ensure they are accurate before they are sent to Metrc. This also allows you to better manage your team and business by giving you access to who is submitting what and when.
For Metrc customers, this feature is a great tool to ensure fewer mistakes are made in submissions.
Note: Anything that may be compliance-related will be set for review (i.e. creating items, submitting waste, creating harvests).
- Update Users in User Management
- Review Submissions that are Pending Approval
- 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.
Please note: Using this feature requires that a Canix Admin is available to approve submissions whenever a user submitting updates for review is working on consecutive actions.
- For example, if a user submits a Plant Batch Creation for approval and then wishes to Update Growth Phase for Plants in the batch immediately after, an Admin would first need to approve the initial Plant Batch Creation submission to have it submitted to Metrc and created before the user could proceed with editing it.
Review Submissions that are Pending Approval
- Go to Admin > Metrc Submissions > Pending Approval
- Browse Pending Metrc Submissions within your selected facility and approve as needed
- Note: Only Admins 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
If you are both an Admin and have Requires Review on Submissions turned on, you have the ability to review and approve your own submissions. This is good practice for new Metrc users.
Review All Metrc Submissions
- Go to Admin > Metrc 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.
