Service points overview#

This guide is for implementers setting up service delivery locations in OpenSPP. You should know your program's delivery network but don't need programming knowledge.

Mental model#

Service points in OpenSPP have three layers:

Layer

What it does

Example

Location

Physical or virtual point where services are delivered

"Barangay 12 Health Center"

Agent

Person or organization operating the point

"Maria Santos - Community Health Worker"

Contract

Operational status and agreement with the managing entity

Active contract until Dec 2026

Think of it like a franchise: the location is the store, the agent is the franchisee, and the contract tracks whether the store is currently operating.

Key concepts#

Service point fields#

Field

What it means

Required

Agent

Name of the person or entity operating the point

Yes

Area

Geographic area where the point is located

No

Service Types

Types of services offered (from vocabulary)

No

Phone Number

Contact number (auto-validated)

No

Address

Physical address

No

Country

Defaults to the company's country

No

Company

Managing organization

No

Active Contract

Whether the point has a current operating agreement

No
Service point form with agent name, area, phone, and address fields

Service point form with agent name, area, phone, and address fields.#

Service types#

Service types come from the vocabulary system (a managed list of pre-defined options). Common examples:

Service Type

Description

Cash-out point

Location for cash benefit collection

Distribution center

In-kind benefit distribution

Registration center

Beneficiary enrollment location

Mobile unit

Traveling service delivery

Health facility

Medical services delivery

To add custom service types, configure them in the vocabulary system under the appropriate vocabulary.

Area assignment#

Linking a service point to an area enables:

  • Geographic filtering (find service points in a region)

  • Program targeting (assign beneficiaries to nearest service point)

  • Reporting (service coverage by area)

Company linkage#

The Company field links the service point to a registered organization in the system. This tracks which organization operates the point.

Common use cases#

Use case 1: Rural cash-out network#

Goal: Set up mobile money agent locations across rural areas.

Setup:

  1. Create service points for each agent location

  2. Assign the "Cash-out point" service type

  3. Link each point to its geographic area

  4. Set the managing company (e.g., the mobile money provider)

  5. Mark active contracts for currently operating points

Use case 2: Vaccination campaign sites#

Goal: Configure temporary distribution sites for a health campaign.

Setup:

  1. Create service points for each site

  2. Assign "Health facility" or a custom service type

  3. Link to areas for geographic coverage tracking

  4. After the campaign, disable inactive sites (see Service point lifecycle)

Use case 3: User accounts for service point staff#

Goal: Create login accounts for staff at each service point.

Setup:

  1. Open the service point record

  2. Use the Create User action to generate a user account

  3. The user is automatically linked to the service point

  4. Assign appropriate roles for the user's access level

Are You Stuck?#

Where do I find service points?

Look for Service Points in the main navigation menu. If you don't see it, ask your system administrator to install the Service Points module.

Service types list is empty?

Service types come from the vocabulary system. Check that the relevant vocabulary is configured with service type codes.

Can a service point belong to multiple areas?

No. Each service point is linked to one area. If a service point serves multiple areas, assign it to the parent area that covers all of them.

How do I bulk-create service points?

Use the standard Odoo import feature (Import Records) with a CSV or Excel file containing the service point data.

Phone number validation fails?

The phone number field automatically checks the format. Make sure the number includes the country code (e.g., +63 for Philippines) or that the country is set on the record.

Next steps#