All facilities in Canix now have the option to manually upload test results. Previously lab results reflecting in Canix was only an option for Metrc and Confident Cannabis customers. Now customers can manually upload lab results that were done in house, or from unofficial COA (Certificate of Analysis) results from a third party lab. Lab Results will still be carried down to child packages based on Lot Id or Production Batch Numbers. If users have multiple Lab Results in Canix, by default we will show results pulled in from Metrc first, then Confident Cannabis and lastly the manually uploaded results.
In this article we'll cover:
Uploading Lab Results
From the Web Application:
- Navigate to Inventory > Lab Tests > Lab Test Results
- Select Import Lab Tests > Download Template
- This will download a blank template that can be completed with Lab Results and saved
- To optionally auto-populate the template with specific package tag numbers you intend to upload results for, simply search by tag number in the Tag field and check the box next to each package to be included before clicking Download Template
- Once you have completed the Template, select Import Lab Tests > Upload File
- Canix displays the most recent test results for each results field, so please make sure the file you are uploading has a Test Date that is the same date or later date than the Test Date listed on the package in Canix
- Select the correct file to upload
- Quickly ensure all data is correct by confirming the Uploaded Columns and the Template Columns match
- Use the drop down menu to make any changes as necessary; use the Trash Can Icon to discard any columns that contain data that you do not want uploaded into Canix; any Unmapped columns will be not be imported
- Select Next to Continue
- Review & finalize the Import by confirming the data is correct and there are no errors/mistakes with the upload; if prompted, use the button to Fix Formatting Errors automatically
- Once confirmed, select Import
- You should then receive a notification from Canix, "Successfully imported XX Manual Lab Tests"
Now that these Lab Results have been uploaded into Canix you can view them in various locations throughout Canix
Check out this video from our team walking through using the uploader: Manual Lab Results
Lab Tests Configuration
The THC and CBD results to be displayed in labels differs between states, and even facility types. In some states, regulations require Total THC, while others may require THC or variations like THCa. Because of this, Canix now lets users control which result to reference when displaying results labeled “Preferred THC” and “Preferred CBD” in labels based on their facility’s regulations.
From the Web Application:
- Navigate to Inventory > Lab Tests > Lab Results Settings
- Select one or more Item Type and select Configure
Note: Notice the facility associated with each item type to ensure you are setting the correct value for each facility’s regulation.
- Select from the drop down menu which THC and CBD data you would like to be presented as the preferred THC and CBD to be displayed for the selected item types and facilities in Canix. Select Save
Uploading Certificate of Analysis
A package's Certificate of Analysis (COA) can be uploaded directly into Canix to be associated with a package. Note: When uploading COAs to packages it will not back-fill to any previously associated subsequent packages. Uploading the COA will only apply to new child packages created going forward.
From the Web Application:
- Navigate to Inventory > Packages > Active
- Search or filter to find the associated test package
- Scroll to the right, and under COA column select Upload
- Your computer's file browser will appear, select the COA and click Open
- Note: Only 1 manually uploaded COA can be associated to each package
You'll then be able to view the package's COA from the Package Table or from the Package Details under Lab Results.