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Merge pull request #32 from OpenSPP/spmis_use_case_penn
Spmis use case penn
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‎docs/getting_started/installation_deb.md

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migration-notes: "Added during 2025 documentation reorganization"
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---
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# Installing OpenSPP on Ubuntu/Debian
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# Installation Guide
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This guide walks you through installing OpenSPP on Ubuntu 24.04 or Debian 12 (Bookworm) using the official APT repository hosted on Nexus.
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‎docs/overview/features/registry_data_management.md

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* **To understand key concepts:** See {doc}`../concepts/registry_key_concepts` and {doc}`../concepts/data_protection`.
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* **For step-by-step instructions on registering users:** See {doc}`../../user_guide/registry_management/register_individual`.
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* **To learn how to import/export data:** See {doc}`../../user_guide/registry_management/import_data` and {doc}`../../user_guide/registry_management/export_data`.
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* **To learn how to import/export data:** See {doc}`../../user_guide/registry_management/import_export_registrant_data`
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* **For technical details on registry modules:** See {doc}`/reference/modules/g2p_registry_base`, {doc}`/reference/modules/g2p_registry_individual`, {doc}`/reference/modules/g2p_registry_group`, {doc}`/reference/modules/g2p_registry_membership`.
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* **For developer guides on customization:** See {doc}`/developer_guide/customization/customizing_registry` and {doc}`/developer_guide/customization/customizing_fields`.

‎docs/overview/use_cases/farmer_registry.md

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* **Initial Setup:**
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* Setting up the Farmer Registry
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* From the newly installed OpenSPP instance, Navigate to Apps and install **OpenSPP Farmer Registry Base**
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* Configuring Areas
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* Configuring Areas {doc}`../../user_guide/administration/import_areas`.
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* Importing Initial Data: {doc}`../../user_guide/registry_management/export_data` and {doc}`../../user_guide/registry_management/import_data`.
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* Importing Initial Data: {doc}`../../user_guide/registry_management/import_export_data`.
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### 5. Common Tasks & User Guides (Links)
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* Core Concepts Overview: {doc}`/overview/concepts/index`.
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* `[TODO: Add optional links to relevant external standards or resources, e.g.,
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* `[TODO: Add optional links to relevant external standards or resources, e.g.,

‎docs/overview/use_cases/social-protection-management-information-system.md

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review-status: needs-review
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review-date: 2025-06-04
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reviewer: migration-script
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migration-notes: "Added during 2025 documentation reorganization"
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review-date: 2025-08-22
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reviewer: Mark penalosa
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migration-notes: "Created by Penn"
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html_meta:
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"title": "Social Protection Management Information System (SP-MIS) with OpenSPP"
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"description": "Overview of Social Protection Management Information Systems (SP-MIS), key principles, and how OpenSPP enables effective implementation, with links to relevant documentation and features."
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"property=og:description": "Overview of Social Protection Management Information Systems (SP-MIS), key principles, and how OpenSPP enables effective implementation, with links to relevant documentation and features."
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"property=og:title": "Social Protection Management Information System (SP-MIS) with OpenSPP"
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"keywords": "OpenSPP, SP-MIS, Social Protection, Management Information System, Beneficiary Registry, Program Management, Data Integration, Payment Gateway, Interoperability"
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---
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# Social Protection Management Information System (SP-MIS) with OpenSPP
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This page explains how OpenSPP helps you implement effective Social Protection Management Information Systems (SP-MIS), outlining key principles and guiding you to relevant features. It serves as an entry point for users interested specifically in this use case.
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### 1. Introduction: What is a Social Protection Management Information System (SP-MIS)?
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* **General Definition:** A Social Protection Management Information System (SP-MIS) is a digital platform designed to manage and automate the administrative processes of social protection programs. It serves as the operational backbone for implementing, monitoring, and evaluating social safety nets, social insurance, and other social assistance programs.
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* **Purpose:** The primary goal of an SP-MIS is to improve the efficiency, transparency, and effectiveness of social protection delivery. This includes managing the entire lifecycle of a beneficiary, from registration and enrollment to payment and case management, while providing program administrators with the data needed for informed decision-making.
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* **OpenSPP's Role:** OpenSPP is a flexible, modular, open-source platform that functions as a comprehensive SP-MIS. It enables governments and organizations to build and manage robust social protection systems tailored to their specific needs. A key strength of OpenSPP is its ability to integrate with other critical systems, such as national ID systems, social registries, and payment gateways.
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* **Further Reading:** For a deeper dive into the concept, see `/overview/concepts/sp_mis`.
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### 2. Key Principles & Components of an SP-MIS (General)
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Implementing a successful SP-MIS involves considering several key components and principles:
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* **Core Data:** Typical data managed by an SP-MIS includes:
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* **Beneficiary Information:** Demographics, household composition, socio-economic indicators, and contact information.
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* **Program Details:** Eligibility criteria, benefit calculation rules, and program cycles.
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* **Transactional Data:** Enrollment records, payment history, and grievance and appeals information.
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* **Essential Functions:** Common operational functions involve:
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* **Beneficiary Management:** Managing the entire beneficiary lifecycle, including registration, eligibility assessment, enrollment, and exit.
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* **Program Administration:** Facilitating the operational aspects of social protection programs, including planning, budgeting, and fund disbursement.
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* **Data Integration and Analysis:** Integrating data from multiple sources to provide a holistic view of beneficiaries and program impact.
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* **Payment and Financial Management:** Managing financial transactions, including benefit disbursement to beneficiaries.
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* **Monitoring and Evaluation (M&E):** Tracking program performance against set objectives.
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* **Integration Potential:** The value of an SP-MIS is significantly enhanced when linked with other systems:
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* **Social Registries:** For identifying potential beneficiaries.
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* **National ID / CRVS Systems:** For beneficiary verification and to prevent duplication.
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* **Payment Gateways:** For efficient and transparent benefit disbursement.
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* **Grievance Redressal Mechanisms:** To manage and resolve beneficiary complaints and appeals.
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* **Key Considerations:** Implementers face challenges such as:
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* **Data Privacy & Security:** Protecting sensitive personal and program data.
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* **Inclusivity:** Ensuring that all eligible individuals, including those in remote or marginalized communities, can access the system.
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* **Data Quality:** Maintaining the accuracy and completeness of data over time.
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* **Cost & Sustainability:** Managing the resources required for system setup and maintenance.
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### 3. Implementing an SP-MIS with OpenSPP
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OpenSPP's modular architecture provides a strong foundation for building an SP-MIS tailored to specific needs. Here’s how its features map to the general principles:
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* **Registry Core:** Modules like `g2p_registry_base`, `g2p_registry_individual`, and `g2p_registry_group` provide the tools to manage individuals and households.
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* **Program Management:** The `spp_programs` and `g2p_programs` modules allow for the creation and management of social protection programs, including defining eligibility criteria and program cycles.
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* **Entitlement Management:** OpenSPP supports various types of entitlements, including cash, in-kind, and vouchers, through modules like `spp_entitlement_cash`, `spp_entitlement_in_kind`, and `spp_entitlement_basket`.
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* **Customization:** `spp_custom_field` allows administrators to easily add country- or program-specific fields.
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* **Interoperability:** The API layer (`spp_api`, `spp_api_records`) enables secure data exchange with external systems.
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* **Detailed Features:** Explore features relevant to SP-MIS in `/overview/features/registry_data_management`.
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* **Relevant Modules:** Find detailed documentation for key modules in the `/reference/modules/index`.
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### 4. Getting Started (Links)
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* **Installation:** Start with the general OpenSPP installation guide: `/getting_started/index`.
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* **Initial Setup:**
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* From the newly installed OpenSPP instance, Navigate to Apps and install **OpenSPP Registry: Base**
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* Creating a Program: `../../user_guide/program_management/create_program`
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* Enrolling Beneficiaries: `../../user_guide/program_management/enrol_beneficiaries`
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* Importing Initial Data: `../../user_guide/registry_management/import_export_registrant_data`.
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### 5. Common Tasks & User Guides (Links)
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* **Program Management:**
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* Creating Cycles & Preparing Entitlements: `../../user_guide/program_management/create_cycle`
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* Configuring Cash Entitlements: `../../user_guide/program_management/configure_entitlements`
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* Allocating Funds: `../../user_guide/program_management/allocate_funds`
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* **Administration:**
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* Managing User Access: `/user_guide/administration/user_access`.
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### 6. Development & Customization (Links)
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* Customizing Programs: `../../developer_guide/customization/customizing_programs`
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* Customizing Entitlements: `../../developer_guide/customization/customizing_entitlements`
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* Module Development Overview: `/developer_guide/module_development`.
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* API Usage: `/developer_guide/api_usage/index`.
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### 7. Diagram: OpenSPP SP-MIS Ecosystem
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An SP-MIS built with OpenSPP typically interacts with various internal modules and external systems:
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```mermaid
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graph LR
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%% External Systems (stacked vertically)
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subgraph ExternalSystems["External Systems"]
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direction TB
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A[National ID / CRVS]
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B[Social Registry]
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C[Payment Gateways]
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D[Grievance Redressal System]
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end
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%% OpenSPP Platform
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subgraph OpenSPPPlatform["OpenSPP Platform"]
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direction TB
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%% Core Registry
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subgraph CoreRegistry["Core Registry"]
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direction TB
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G[Registrant Data<br/>Individuals, Households] --> H[Membership Mgmt]
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end
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%% Program Management
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subgraph ProgramManagement["Program Management Modules"]
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direction TB
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I[Program & Cycle Mgmt] --> J[Eligibility & Enrollment]
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J --> K[Entitlement Mgmt]
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K --> L[Payment Processing]
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end
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%% Supporting Modules
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subgraph SupportingModules["Supporting Modules"]
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direction TB
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N[Custom Fields] --> O[User Mgmt / Audit]
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end
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P[API Layer]
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Q[Reporting / Dashboards]
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end
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%% External Systems → API Layer
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A --> P
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B --> P
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C --> P
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D --> P
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%% Internal Data Flow
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G --> I
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I --> N
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P --> Q
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%% Styling
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style A fill:#ddd,stroke:#333,stroke-width:1px
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style B fill:#ddd,stroke:#333,stroke-width:1px
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style C fill:#ddd,stroke:#333,stroke-width:1px
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style D fill:#ddd,stroke:#333,stroke-width:1px
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style G fill:#f9f,stroke:#333,stroke-width:2px
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style I fill:#ccf,stroke:#333,stroke-width:2px
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style K fill:#cfc,stroke:#333,stroke-width:2px
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style P fill:#ff9,stroke:#333,stroke-width:2px
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style Q fill:#eee,stroke:#333,stroke-width:1px

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