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Review Metrc Submissions

Sophie Humphrey
  • Updated

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).
  1. Update Users in User Management
  2. Review Submissions that are Pending Approval
  3. Review All Metrc Submissions

Update User Management Permissions

Canix's has recently made some changes to User Permissions. User Permissions have been updated to allow control over which users can approve specific actions, and which users require approval for specific actions. This will replace the Admin option, as well as the Requires Review upon Submission option in User Management effective August 25, 2022. To ensure you have the correct permissions, review Web & Mobile Permission Groups. Once you have the correct permission groups setup, you can assign them to individual users within Canix. 

  1. Navigate to Admin > User Management
  2. Create or select a User 
  3. Review the section  Web & Mobile Permissions Group
  4. Ensure the user has the correct Permissions Group Assigned and Select UpdateUser_Management_-_Canix_2022-08-19_at_12.10.05_PM.jpg

Now that the correct User Permission groups have been assigned to user within your facility, you can view All Pending Metrc Submissions and all completed Metrc Submissions.

Please note: Using this feature requires that Canix User who has Can Approve enabled 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, a Canix User who has Can Approve enabled 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 Users that have Can Approve selected 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 have both Can Approve and Requires Approval on Submissions enabled, you have the ability to review and approve your own submissions. This is good practice for new Metrc users.

 

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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.

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