Navigating the OpenSPP interface

Applies to: Social Registry, SP-MIS, DRIMS

What you will do

Learn how to log in to OpenSPP, navigate the interface, and perform common actions like creating, editing, and saving records.

Logging in

Step 1: Open OpenSPP in your browser

Open your web browser and go to your organization's OpenSPP address. This is typically something like https://openspp.yourorganization.gov.

Note

Your administrator will provide you with the exact web address to use.

Step 2: Enter your credentials

1. Type your username in the Email field.

2. Type your password in the Password field.

3. Click the Log in button.

Step 3: First-time login

If this is your first time logging in, you may be asked to change your password:

1. Enter your current (temporary) password.

2. Enter your new password.

3. Confirm your new password by typing it again.

4. Click Change password.

Tip

Choose a password that is easy for you to remember but hard for others to guess. Use a mix of letters, numbers, and symbols.

Note

You can also change your password at any time by going to your User Menu (top right), selecting My Preferences and then opening the Security tab.

The main interface

After logging in, you will see the main OpenSPP interface. Here are the key areas:

Area	Name	What it does
1	App menu	Switch between different parts of OpenSPP
2	Main menu	Access features within the current section
3	Search bar	Search for records
4	User menu	Access your profile and settings
5	Main content area	Where you view and work with data
6	Breadcrumbs	Shows where you are and lets you go back

The app menu

The app menu appears at the top left of the screen. Click it to see all the sections available to you.

Common sections include:

Section	What you will find
Registry	Individuals, groups, and households
Programs	Social protection programs and enrollment
Payments	Payment processing and service points
Settings	System configuration (if you have access)

Note

You may see different sections depending on your role and permissions.

The main menu (sidebar)

Once you select a section from the App Menu, the Main Menu on the left shows features within that section.

For example, in the Registry section you might see:

• Search

• Registry (CEL)

• Browse All (Audit)

• Configuration

Click any item to open it in the main content area.

The user menu

Click your name or profile icon in the top right corner to open the User Menu.

Option	What it does
My Preferences	View and update your account information, change your password, and customize your OpenSPP view
OpenSPP Documentation	Access the OpenSPP documentation
OpenSPP Support	Visit the OpenSPP official website for support
Log out	Sign out of OpenSPP

Understanding breadcrumbs

Breadcrumbs appear below the top menu bar. They show where you are in the system and let you go back to previous pages.

For example: .. / Food Assistance / Beneficiaries

• Click .. to go back to the first page

• Click Food Assistance to go back to the program's page

• Click Beneficiaries to go back to beneficiary list page

• Martinez, Miguel is where you are now

Finding your way around

Using search

The search bar at the top lets you quickly find records.

1. Click in the search bar.

2. Type what you are looking for (a name, ID number, Phone or email).

3. Press Enter or click the search icon.

Filtering lists

When viewing a list of records, you can filter to find what you need.

1. Click the Advanced dropdown above the list.

2. Select a filter option.

3. The list updates to show only matching records.

To remove filters, click the X Clear Filters button.

Common actions

Creating a new record

1. Navigate to the section where you want to create a record (for example, Registry > Individuals).

2. Click the New button in the top left corner.

   

3. A blank form opens. Fill in the required fields (marked with a bold label or asterisk).

4. Click Save when finished.

Editing an existing record

1. Find and open the record you want to change.

2. Click on a field and edit directly.

Note

Edit functionality may only be available for certain user roles. If you cannot edit a record, contact your administrator to check your permissions.

3. Make your changes.

4. Click Save to keep your changes.

Saving changes

After creating or editing a record, click the Save button to store your changes.

Note

If you navigate away without saving, your changes will automatically be saved.

Discarding changes

If you made changes you do not want to keep:

1. Click the Discard button before saving.

   

2. The record returns to its previous state.

Deleting records

Warning

Deleting records is permanent. Make sure you really want to remove the record before proceeding.

1. Open the record you want to delete.

2. Click the Action menu (Gear icon).

   

3. Select Delete.

4. Confirm when prompted.

Note

You may not be able to delete certain records if they are linked to other data in the system. If you see an error, contact your administrator.

Getting help

In-app guidance

Some screens include help text and tooltips:

• Hover over a field label to see a description of what to enter

• Look for information icons next to complex fields

Contacting your administrator

If you need help with:

Issue	Who to contact
Login problems	System Administrator
Permission issues	System Administrator
How to do a specific task	Your supervisor or training lead
System errors	IT Support

Tip

When reporting a problem, note down any error messages you see and what you were trying to do. This helps your support team resolve the issue faster.

Are you stuck?

Cannot find the menu you need? Your access depends on your role. If you need access to a feature you cannot see, ask your administrator to check your permissions.

The page shows "Access Denied"? You do not have permission to view this page. Contact your administrator if you believe you should have access.

Clicked the wrong button and lost your work? If you have not saved yet, try pressing Ctrl + Z to undo in text fields. For larger mistakes, you may need to re-enter the information.

The system is slow or unresponsive? Try these steps:

1. Refresh the page (press F5)

2. Clear your browser cache

3. Try a different browser

4. Contact IT support if the problem continues

Forgot your password? Click "Forgot Password" on the login page to reset it. If that option is not available, contact your administrator.

Next steps

Now that you know how to navigate OpenSPP, you are ready to start working with the system.

• Registry - Learn how to register individuals and groups

• Programs - Learn about managing programs

• Change Requests - Learn how to submit and process change requests