New York Metrc Track and Trace Onboarding Guide

Getting started with Metrc in New York

The New York Office of Cannabis Management, in partnership with Metrc, are pleased to provide information to New York cannabis licensees regarding next steps to prepare for a successful transition onto Metrc’s track-and-trace compliance system. Please read on for important details related to onboarding:

Step 1: Complete Metrc New Business Training

Each licensed cannabis facility must have a designated Industry Administrator in the Metrc system to complete credentialing. The designated Industry Administrator must be an owner or designated manager, and each Metrc designated Industry Administrator must take the Metrc New Business Training course at least once.

All employees at a licensed facility must be trained in the proper use of Metrc. The Metrc New Business Training is available for all licensed business owners, managers and employees. This course will provide an overview of the Metrc system and its basic functions for all licensed facility types. Important note: All Metrc Learn training courses are offered on demand and there is no additional cost for these classes.

To access Metrc’s New Business Training, take the following steps:

Have the following required information ready when signing up for the New Business Training course in Metrc Learn:
Cannabis Business License Number (issued by the state)
Business Name
E-mail
First and Last Name
Phone Number
Visit https://www.metrc.com/partner/new-york/
Click the “New Business” Training button and complete the registration for Metrc Learn.
After registering, you will be directed to the Metrc Learn site to complete the New Business Training, which takes approximately 1.5 hours to complete.
After completing the New Business Training, participants will take a short quiz. Once the quiz is completed, the designated Industry Administrator will be prompted to request credentials.

Step 2: Submit Credentials

When at least one Business Owner, or designated Industry Administrator completes the Metrc New Business Training course, the business’ designated Industry Administrator should submit the form requesting log-in credentials by following the screen prompts to enter the Cannabis Business License number.

Important note: The initial credentialing request must be submitted by an owner or designated Industry Administrator, who will be assigned as the facility Metrc Industry Admin. Metrc can only designate one Industry Administrator.

Once the form and training certificate(s) have been submitted, Metrc Support will verify the credentials and training information within 72 hours to ensure they meet prerequisites.

Step 3: Access Metrc

After the verification of prerequisites has been completed, Metrc Support will respond within 72 hours via a “Welcome to Metrc” email with instructions and a link for the initial login and account setup – see example below:

Important note: The link will expire 72 hours after it is generated. If the link expires, the designated Industry Administrator can select the link in the email to request another first time log in link.

The Industry Administrator will then add in all other administrators and employees.

Metrc New and Advanced Trainings: Once the license has been credentialed and an employee has been added to Metrc, all employees should complete the New Business Metrc Training, and the Advanced Facility Specific Journey Trainings based on the facility type the employee will be working in. The advanced training sessions that are available are:

Facility Type Advanced Training Journeys consist of short videos, each lasting between 2-8 minutes, on average. These videos cover specific daily activity functions that are available at the facility. For example, Metrc users will learn how to document plants, create packages, create a transfer, etc.
After watching a video, a user can practice the corresponding functionality to practice and demonstrate their proficiency and understanding. These Advanced Training Journeys are available for each specific facility type such as Cultivation, Processing/Product Manufacturing, Dispensary/Retail, etc.)

Step 4: Conduct Beginning Inventory

Once your cannabis licensed facility has been set up in Metrc, the Beginning Inventory Guide will be shared via email with the Industry Administrator and should be reviewed to begin the process of entering initial inventory into the Metrc system.

If you have questions as you’re getting started with Metrc, please contact Metrc Support at https://support.metrc.com or 877-566-6506. We look forward to supporting your licensed business!