This article provides users with a list of settings, configurations, integrations, and actions to complete before rolling Trym out.
Table of Contents
1. METRC Integration
Trym has a bi-directional integration with METRC, enabling the exchange of data between the two platforms and eliminates the need for double data entry.
When users perform actions in Trym, such as planting or harvesting, these actions are initially recorded in Trym's Compliance module, think of it as a staging area for these actions before they are recorded to METRC. Users with the necessary permissions can review and approve these actions before they are synced with METRC.
This process helps users identify and rectify any errors before committing them to METRC, where corrections can be challenging. This process also offers the potential to decentralize some of the data entry responsibilities by utilizing the many actions available on Trym’s mobile app and integrated RFID scanner, such as plant movements, phase changes, destruction, harvesting, and waste recording.
If all events in Trym are successfully reported to METRC, Trym automatically fetches new data from METRC at regular 10-minute intervals to ensure data consistency.
This integration streamlines compliance, minimizes errors, and offers flexibility in managing cannabis cultivation processes.
1.a. API Keys
An API key is a unique code that allows one software program to securely access and interact with another program. In this case, the METRC user API key will be used by Trym to communicate to and from METRC.
METRC API keys are user specific, which means that each user must generate an API key and each user has individual permissions which can be managed in METRC > Admin > Employees. Certain user roles in Trym will require an API key from METRC. To view or generate an API key, follow the steps below.
Log into your METRC account (e.g. ca.metrc.com for California, or mi.metrc.com for Michigan)
In the top right corner of the METRC window, directly to the right of your username is a downward pointing triangle, click it to reveal a menu and click on API Keys
If you have already have an API Key generated, select the current API Key by triple clicking it and copy it
N.B. GENERATING A NEW API KEY WILL DISABLE THE PREVIOUS KEY IF
ONE EXISTED. THIS MEANS THAT ANY SYSTEMS OR APPLICATIONS
USING THE OLD API KEY WILL NO LONGER HAVE ACCESS TO THE API.
YOU WILL NEED TO UPDATE ALL RELEVANT SYSTEMS AND
CONFIGURATIONS TO USE THE NEW KEY.
With the API key copied, head to explore.trym.io and log in if necessary
Go to the Admin menu from the left-hand menu panel
In the Team tab, select your user account, or the user account that the API key belongs to, and select the edit icon
If a user role requires a METRC API key, such as the Admin (METRC) or the Manager - Compliance roles, paste your API key and save your changes
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Log out and back in to Trym to see the changes
1.b. Connecting Trym and METRC
Instructions may vary depending on the State you operate in. Please review the instructions in this support article and select the relevant state for step-by-step instructions. If you cannot click on the link, scan the QR code below.
1.c. Uploading Tags
The METRC API does not include available, used, or voided tags with third-party integrators, such as Trym. In lieu of the API handling the tags sync, the user is responsible for uploading a list of tags to Trym.
Available tags need to be uploaded by the first administrator that is added to the account, and thereafter when each new tag order is systematically received in METRC.
Voided tags need to be uploaded after one or multiple tags are voided in METRC.
In either case, duplicate tags will be managed by the system. The user does not need to open or modify the file in any way.
Log into your METRC account (e.g. ca.metrc.com for California, or mi.metrc.com for Michigan)
Click on the Admin menu at the top of the METRC window and select the Tags tab
Click on the Available tab or the Voided tab and then click on the Export Data to file button located in the top right corner of the tags table and download the Excel file - The Export Data button is a printer icon
Click on the Voided tab and download the excel file if there are any voided tags listed
Log into explore.trym.io
Click on the Compliance menu on the left hand side and click on the METRC Tags button located in the top left of this page
Click on the Upload Tags button and one at a time upload the list of active tags first, then upload the list of voided tags if necessary
1.d. Locations / Rooms
Locations, or Rooms, represent physical spaces in your facility that can hold cannabis plants or cannabis products which need to be reported in the track-in your facility. Rooms are created, edited, and deleted in METRC and changes will sync to Trym. You will need to ensure that every location / room that contains plants or cannabis products exists and is maintained in METRC.
Creating Locations/Rooms
Log into your METRC account (e.g. ca.metrc.com for California, or mi.metrc.com for Michigan)
Click on the Admin menu at the top of the METRC window and select Locations
Click Add Locations, fill out the form, and click the Create Locations button
Editing Location/Rooms
Log into your METRC account (e.g. ca.metrc.com for California, or mi.metrc.com for Michigan)
Click on the Admin menu at the top of the METRC window and select Locations
Click the location you want to edit to select it, and click Edit Locations
Edit the relevant details in the form and click the Save Locations button to save your edits
1.e. Cultivars / Strains
Cultivars, called strains in METRC, can be created, deleted, or edited in Trym and reported to METRC. Any changes made in METRC will also be synchronized with Trym. Cultivars will be used for the plants you grow as well as certain categories of items that require a strain.
Creating Cultivars / Strains
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Click the Configuration button in the top left corner of this page
Click the + button in the top-right corner of the Cultivars table
Complete the form and save your new cultivar
Report the event to METRC from the Compliance menu
Editing or Deleting Cultivars / Strains
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Click the Configuration button in the top left corner of this page
Click on the ellipse menu (...) on the right of a cultivar you want to edit or delete
Click Delete and confirm if you wish to, otherwise press Edit
Edit the relevant information, and save the changes
Report the event to METRC from the Compliance menu
Note: The Estimated Dry/Wet Flower Weights are used for analytics and reporting purposes. You can choose to have Trym automatically calculate these figures by using historical harvest and package creation data, or you can override the calculation with your own figures.
1.e. Items
In METRC, 'Items' pertain to the various types of packages that can be created to manage cannabis products in the supply chain. These packages can include different quantities and varieties of cannabis products, such as flowers, trim, kief, or any other cannabis-related items. Items serve as the foundation for organizing and tracking packages and product transformation within METRC. Some items require a cultivar / strain to be associated with.
Items also require a category which can vary from state to state, for example in California the flower category is called Flower but in almost every state it is called Buds.
As an example, if I am growing a strain named “Purple Monkey Dishwasher”, I would need to create the finished products from my harvest as items, so that I can create packages of the product later on. One of the items might be called “Purple Monkey Dishwasher - Bulk Untrimmed Flower”. Including the disposition of the flower is helpful for inventory tracking purposes and reporting down the line, but you could also keep it simple and use a formula of “[Strain name] - [Category name]”, or “Purple Monkey Dishwasher - Buds”. Trym does this automatically for you.
Items can be created in Trym, though they must be edited in METRC.
Creating Items
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Click the Configuration button in the top left corner of this page
Click the + button in the top-right corner of the Items table
Fill out the form, the name will automatically populate once you have chosen a cultivar and a category
Edit the name as you wish and save the new item
Editing Items
Log into your METRC account (e.g. ca.metrc.com for California, or mi.metrc.com for Michigan)
Click on the Admin menu at the top of the METRC window and select Items
Click on the relevant item(s) to select, and click the Edit Items button at the top right of this table
Make your changes and save
Note: Greyed out fields while editing are likely due to the item having already been used. If the “Status” column reads “Yes” for a particular item, it means that a package of that item has previously been created and as a result your changes are limited.
2. Room Settings and Zones
2.a. Room Settings
Room settings are related to Analytics and Thresholds.
For analytics, configure room settings with Canopy Sq. Ft., Plant Capacity, and Number of Lights to calculate Harvest yields per square foot and per light. Only required for flowering rooms.
For thresholds, set your lights' on time and duration to establish day/night periods for rooms with integrated sensors. This allows you to use Target Range Thresholds and Alert Range Thresholds in any room with Trym-integrated sensors.
Configuring Room Settings
Log into explore.trym.io and click on the Facilities menu from the left-hand panel
In the Rooms table, click the ellipse menu (...) on the right hand side of a chosen room, and select Settings
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Enter/Edit the following required fields:
Room Type
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Canopy Sq. Ft.
The square footage of the canopy, not the square footage of the room
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Plant Capacity
The total number of plants that can fit in this room. This will help Trym calculate the amount of space each plant takes up. This is used for the Yield by Square Foot reporting.
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Number of Lights
The number of lights in the room
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Auto-Calculate
Turn this switch off. This will allow you to manually set the lights on and duration to establish the night/day cycles yourself instead of relying on your light sensors. Light sensors are less reliable to establish the night/day cycles.
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Lights On
The time at which the lights turn on
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Duration
The Duration of the lights on cycle. I.e. 12 hours for Flowering, 18 hours for vegetative
Click Save
2.b. Zones
Zones are added to each room and they pair Grow Log data with individual plants. In rooms, plants are assigned to zones, and Zones also collect Sensors, Notes, Photos, and Measurements. Sensors will passively capture and send environmental conditions to Trym, and Notes, Photos, and Measurements are all actively added by your team. This enables you to review the Grow Log immediately or at a later time, even after the plants have been harvested.
The complexity of your zoning depends on your tracking needs. For example, in a flowering room requiring irrigation adjustments, integrate sensors with specific irrigation zones. Alternatively, if you're monitoring an already dialed-in system, zone more broadly. You can also zone by strain for easier note-taking, photos, and measurements.
In a vegetative room without root zone sensors, you can use broader zoning conventions. Some users opt for early/late veg zoning to track growth stages.
A clear understanding of Trym's zoning system and a conversation within your operations team will help establish an effective zoning convention. Once you've determined your convention, add zones to each room.
It's important to note that while zones offer flexibility and detailed tracking, they can also introduce some complexities. In Trym, users assign plants to Zones within each room when they create, move, and phase plants. This can lead to a fragmented process in Trym compared to METRC, as you now need to assign specific plants to each zone, which isn't required in METRC where plants would simply be assigned to the room.
This process may initially seem daunting, but we've streamlined it to be manageable. You can simplify plant assignments using our RFID scanner, the barcode scanner on our mobile app, or by opting for broader zoning conventions.
The juice is worth the squeeze here, just find your balance.
Add a Zone
Log into explore.trym.io and click on the Facilities menu from the left-hand panel
In the Rooms table, click the ellipse menu (...) on the right hand side of a chosen room, and select Zones
Click on the Add Zone button, enter a zone name, and save
Edit or Delete a Zone
Log into explore.trym.io and click on the Facilities menu from the left-hand panel
In the Rooms table, click the ellipse menu (...) on the right hand side of a chosen room, and select Zones
Click on the ellipse menu next to the zone and select Edit or Delete
3. Integrations
3.a Sensors
Trym Integrates with several sensor brands so that users can integrate sensor data into Trym and passively associate sensor data to plants for current monitoring and future reviews. Sensors from Aranet, Argus, GrowLink, and TrolMaster can be integrated into Trym.
3.a.i. Aranet
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Select a facility if needed and click the Integrations menu towards the top of this page
Click on the Connect(ed) button on the Aranet card
Enter your Aranet API Key* if this is your first time setup, or press the gear icon ⚙ if you need to update your API Key
Once authenticated, your Aranet gateway(s) will be displayed and you will need to assign your gateway(s), listed on the left, to their room(s) in Trym, listed on the right
Next, you need to assign your sensors to the zones in your rooms, continue this process in section 4. Assigning Sensors
*Schedule time with our team to set up your Aranet sensors and generate an API key. Use this link, or alternatively scan the QR code below.
https://meetings.hubspot.com/iandre/sensor-set-up
3.a.ii. Argus
Argus requires a custom integration and is dependent on your particular Argus system configuration. Contact our support team to begin the conversation.
3.a.iii. GrowLink
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Select a facility and click the Integrations menu towards the top of this page
Click on the Connect(ed) button on the GrowLink card
Enter your GrowLink Pro credentials if this is your first time setup, or press the gear icon ⚙ if you need to update your credentials
Once authenticated, all of your GrowLink controllers will be displayed and you will need to assign your GrowLink controllers, listed on the left, to their room(s) in Trym, listed on the right
Next, you need to assign your sensors to the zones in your rooms, continue this process in section 4. Assigning Sensors
3.a.iv. TrolMaster
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Select a facility and click the Integrations menu towards the top of this page
Click on the Connect(ed) button on the TrolMaster card
Enter your TrolMaster API Key* if this is your first time setup, or press the gear icon ⚙ if you need to update your API Key
Once authenticated, all of your TrolMaster controllers will be displayed and you will need to assign your TrolMaster controllers, listed on the left, to their room(s) in Trym, listed on the right
Next, you need to assign your sensors to the zones in your rooms, continue this process in section 4. Assigning Sensors
* If you need help with finding your TrolMaster API Key, contact Trym Support
3.b Software
Trym specializes in cultivation and seamlessly integrates with various software providers to cover all aspects of the supply chain. We partner with Confident LIMS to add detailed test reports right to your harvests in Trym, and collaborate with Dutchie and Distru to manage everything from Harvest-to-Sale, while Trym oversees the Seed-to-Harvest process."
3.b.i. Confident LIMS
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Select a facility and click the Integrations menu towards the top of this page
Click on the Connect(ed) button on the TrolMaster card
Enter your Confident LIMS API Key and your Confident LIMS API Secret* if this is your first time setup, or press the gear icon ⚙ if you need to update the details
Save when done
*Contact the Confident LIMS support team if you need help with finding your API details. Also, note that Confident LIMS charges a fee for using their API - speak to your Confident LIMS representative for more information.
3.b.ii. Distru
This integration is handled by Distru and Trym staff. Please contact your representative from either party, or both, to begin this conversation.
3.b.iii. Dutchie
This integration is handled by Dutchie and Trym staff. Please contact your representative from either party, or both, to begin this conversation.
4. Assigning Sensors
It is recommended that you have read and understood section 2.b. Zones before assigning your sensors.
Log into explore.trym.io
With the controllers assigned to rooms*, head to the Facilities module
Click on the ellipse menu (...) next to a room, and click the Zones option
Click on the ⌄ symbol to the right of a zone to reveal the zone’s sensors. Click Add Sensor to add a sensor to the selected zone or press the trash can icon to remove a sensor from a zone
Save when you are finished
It will take <5 minutes for the sensor data to begin populating
* See section 3. Integrations for instructions if you have not integrated your sensors yet.
5. Thresholds
Trym has two types of thresholds that you can set up in each relevant room, Target Range and Alert Range Thresholds. Both require conditions data from integrated sensors to be actively synchronizing with Trym (see section 3. Integrations).
Target Range Thresholds
Think of the Target Range as the "Goldilocks zone" for your plants, where they thrive optimally. It's the range you'd ideally want to maintain. Users will not receive an alert if the room falls outside of your target range, but Trym will note in the grow log that the room was out of range.
Alert Range Thresholds
On the other hand, the Alert Range is like the extremes in "Goldilocks and the Three Bears." It's either too hot or too cold, too wet or too dry, and so on...If your room conditions enter the alert range, users will receive an alert to their mobile device(s).
5.a. Adding a new threshold
Log into explore.trym.io and click on the Facilities menu from the left-hand panel
Click on the room in which you want to add thresholds
Click on the Thresholds menu at the top of this page
Click the + button in the top right corner of the thresholds table
Select the threshold condition, enter the Target Range Thresholds, optionally enter the Alert Range Thresholds, and save when complete
5.b. Update a threshold
Log into explore.trym.io and click on the Facilities menu from the left-hand panel
Click on the room in which you want to add thresholds
Click on the Thresholds menu at the top of this page
Click on the particular threshold you want to update
Press the trash can icon in the top right corner of the pop-over window to delete the threshold, or update the necessary details and save your work
6. Tasking
Tasking does not require a lot of configuration to get started. The only piece of work you will need to do here is to add tasks for some of the task categories that require it.
6.a. Configuring Task Types
The task categories that require task types are the Custom, IPM, Maintenance, Measurements, Nutrients, and Plant Maintenance categories.
Adding Task Types
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Click the Configuration menu towards the top of this page
Use the table on the left hand-side or scroll to find the relevant task category you want to add tasks to and press the + button in the top right corner of the relevant table
Give your task a name, choose the relevant facilities you wish to add the task to, and add a task description. Use the description field for a high-level or detailed SOP for this particular task
Save and continue
Editing or Deleting Task Types
Log into explore.trym.io and click on the Admin menu from the left-hand panel
Click the Configuration menu towards the top of this page
Use the table on the left hand-side or scroll to find the relevant task category you want to edit tasks from and press the … button to the right hand side of a chosen task
Select the Delete option and confirm if you wish to delete, otherwise go to step 5
Select the Edit option and edit the task details
Save and continue
7. Managing Users
Trym users are managed by other users with administrator permissions. Users are granted permissions to view information and perform various actions in Trym depending on their user role. Review 7.a. User Roles and Permissions for details.
Trym users can belong to a single or multiple facilities within a single organization, excellent for users who are managing multiple licenses that don’t necessarily share all employees.
7.a. User Roles and Permissions
User permissions in Trym are role based. User roles are created by Trym and cannot be managed by users. A full list of roles and their related permissions can be found in this article.
At a high level, you should understand that there are three types of roles, Employee roles, Manager roles, and Admin roles.
The Employee roles can access the Trym mobile app only, they cannot log into the Trym web app. As such, they can only start and complete tasks, create one-off tasks, interact with the Grow Log, have access to environmental conditions graphs, and take some actions against plants such as moving, phasing, or destroying plants.
The Manager roles can do everything that the Employee role can do, and they can log into the web app to manage plants for their entire life cycle, fully manage the tasking calendar and workflows, view analytics, and to a degree manage compliance actions and some admin settings.
The Admin roles are the traditional Super-User role. They can do everything.
7.b. Adding Users
Log into explore.trym.io and click on the Admin menu from the left-hand panel
In the Team menu, click the + button in the top right corner of team Team Members table
Complete the form, the user will receive an invitation via email and will need to reset their password in the sign-up process
Save when ready
7.c. Editing Users
Log into explore.trym.io and click on the Admin menu from the left-hand panel
In the Team menu, click the ellipse menu (...) next to the user you want to edit and press the Edit button
Make your changes and save when ready
7.d. Deactivating and Reactivating Users
Log into explore.trym.io and click on the Admin menu from the left-hand panel
In the Team menu, click the ellipse menu (...) next to an active user you want to deactivate, press the Deactivate button, and confirm your selection
Deactivated users no longer have access to Trym and will be in the lower, dark grey, portion of the table
To reactivate a user, click the ellipse menu (...) next to an inactive user you want to reactivate, press the Activate button, and confirm your selection
7.e. Resetting User Passwords
Log into explore.trym.io and click on the Admin menu from the left-hand panel
In the Team menu, click the ellipse menu (...) next to a user and select the Reset Password button
8. Kiosk Mode
Kiosk Mode allows users to perform actions in the mobile app using a 4-digit user PIN to validate their actions based on their role and permissions, without requiring a full login. This is ideal for setting up tablets for public team use, especially if you have a no-phone policy or prefer not to have users log in with their own accounts daily.
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