Relevant configuration guides

This page lists the configuration guides relevant to OpenSPP SP-MIS. These guides are written for implementers and technical staff who configure the system to meet program requirements.

Identity and access

• Create and assign user roles — Define roles, assign permissions, and control area-based access

• Configure consent management — Set up privacy notices, consent flows, and API consent filtering

Registry customization

• Add custom fields — Extend registrant records with programme-specific fields

• Manage vocabularies — Define and maintain standardized code lists

• Set up administrative areas — Import and configure geographic area hierarchies

• Configure import matching — Set deduplication rules for bulk data imports

• Define event types — Configure event data capture for registrant activities

Eligibility and targeting

• Define eligibility rules — Build criteria to identify program-eligible registrants

• Write CEL expressions — Use CEL syntax for flexible eligibility and formula logic

• Create reusable variables — Define shared variables for use across eligibility rules and formulas

• Configure vulnerability and PMT scoring — Set up proxy means testing and scoring frameworks

Programs and entitlements

• Configure entitlement calculation formulas — Define how benefit amounts are calculated per household

• Set up approval workflows — Configure multi-tier approval sequences for program actions

• Simulate program scenarios — Model coverage and cost before running a cycle

• Configure graduation criteria — Define conditions for exiting a program

• Set up service delivery points — Register and manage physical or virtual service locations

Change management

• Configure change request types — Define custom change request workflows with field mappings and approval chains

• Use OpenSPP Studio — No-code interface for building change request forms, event types, and registry fields

Payments and banking

• Configure financial account details — Set up bank account and mobile money fields for beneficiary payment

Monitoring and accountability

• Configure audit logging — Enable and customize audit trail settings

• Set up the grievance redress mechanism — Configure teams, SLA rules, and complaint categories