Configuration guide

For: implementers (M&E teams, technical staff comfortable with Kobo/CommCare level configuration)

This guide covers configuring OpenSPP without code — setting up eligibility rules, formulas, workflows, and system behavior through the OpenSPP Studio interface and configuration screens.

Note

Each section has a Prerequisites block listing the modules it requires. See Module installation for module installation instructions.

Overview

The Configuration Guide is designed for implementers who need to customize OpenSPP for their specific program requirements. No programming knowledge is required — configuration uses visual tools and simple expression languages.

Topics covered

• Alerts — Rule-based monitoring and notifications

• Approval workflows — Multi-tier approval routing for change requests and programs

• Area management — Administrative hierarchy and geographic boundaries

• Audit configuration — Tracking and logging system changes

• Banking — Bank codes and payment account configuration

• Case management — Case types, stages, and team assignments

• CEL expressions — Common Expression Language for rules and formulas

• Change request types — Configuring change request workflows (NEW V2)

• Consent configuration — Managing data sharing consent (NEW V2)

• Custom fields — Registrant field groups

• DRIMS configuration — Disaster-responsive and shock-responsive settings

• Eligibility rules — Configuring who qualifies for programs

• Entitlement formulas — Calculating benefit amounts

• Event data — Capturing external data from surveys and forms (V2 enhanced)

• Farmer registry — Farm entity configuration

• GIS configuration — Spatial data layers, color schemes, and map reports

• Grievance redress — Ticket categories, service-level rules, teams, and tags

• Hazard management — Hazard categories, incidents, and program linking

• Import matching — Deduplication during import

• OpenSPP Studio — No-code configuration tool (NEW V2)

• Role configuration — Configuring users, roles, and role-based access (global and local roles)

• Scoring & assessment — Scoring models and dimensions for targeting

• Service points — Service delivery location configuration

• Session tracking — Session types and attendance tracking

• Simulation — Scenario modeling for program planning

• Storage backend — File storage backends (local disk, cloud object stores)

• Variables and indicators — Unified variable system (NEW V2)

• Vocabulary system — Standardized codes and terminologies (NEW V2)