Step 1: Access the Registry

This tutorial is for users who are new to OpenSPP and want to learn how to access the beneficiary registry.

What you'll do

Learn how to navigate to the Registry module and understand the Registry Search Portal - the central interface for managing registrants in OpenSPP.

Before you start

• You need access to OpenSPP with Registrar, Officer or admin role permissions assigned to your user (see Explore OpenSPP)

• OpenSPP should be installed and running (see Installation)

• OpenSPP SPMIS Demo should be installed (see Install a module in Odoo)

• Allow 2-3 minutes to complete this step

Note

Installing the SPMIS Demo module automatically installs OpenSPP and its dependencies. If you install SP-MIS Demo V2 from the Apps menu, you do not need to install OpenSPP separately.

The scenario

As a registry officer, the Garcia family has arrived at your office to enroll in social protection programs. You need to access the registry to confirm whether they already exist in the system before creating or updating their records.

Steps

1. Navigate to Registry

After logging in to OpenSPP, you'll see the sidebar menu on the left. Click Registry to access the beneficiary management portal.

2. Explore the Registry Search Portal

The Registry Search Portal is the main interface for managing registrants. It provides a privacy-first approach where you search for records rather than browsing lists.

Key elements of the interface:

Element	Purpose
Search Bar	Find registrants by name, ID, phone, or email
New Individual button	Register a new person
New Group button	Register a new household or family
Advanced	Access advanced search filters
All Registrants dropdown	Filter by registrant type
Recently Viewed	Quick access to records you've viewed recently

3. Use the search function

The search bar allows you to find existing beneficiaries. Click on the search bar to begin typing.

Enter at least 3 characters to search by:

• Name

• ID number

• Phone number

• Email address

4. View search results

In this example, searching for "Garcia" returns matching beneficiaries. The results show the beneficiary name, type (Individual or Group), and when the record was last updated.

This privacy-first search approach ensures beneficiary data is protected - you must actively search for records rather than browsing through lists.

What you accomplished

You've learned how to:

• Access the Registry module from the sidebar

• Navigate to the Registry Search Portal

• Understand the key interface elements

• Use the search function to find existing records

Key concepts

Concept	Description
Groups	Households or families registered as a unit
Individuals	Single persons in the registry
Privacy-First Search	Must search to find records; no open browsing
Recently Viewed	Quick access to records you've accessed
Registrant	Any person or group recorded in the registry
Beneficiary	A registrant who has been enrolled in a program

Are you stuck?

Can't find Registry in the sidebar? Make sure you're logged in with appropriate permissions. Ask your system administrator to grant you access to the Registry module.

Don't see New Individual or New Group buttons? You may not have permission to create new records. Contact your administrator to grant you the appropriate access rights.

Next Step

Now that you understand the registry interface, you're ready to create your first household. Continue to Step 2: Create a Household.