Case management system for social protection programs. Tracks cases from intake through assessment, intervention planning, and closure with workflow stages, risk assessments, and team assignment. Automated review scheduling via cron job ensures timely case monitoring.
- Track cases for individuals, households, or groups with configurable types and workflow stages
- Conduct assessments with risk scoring (0-100) and automatic risk level classification (low/medium/high/critical)
- Create versioned intervention plans with approval workflows and progress tracking
- Document case activities: visits, notes, referrals to external services
- Assign cases to workers and teams with supervisor oversight
- Schedule automated review reminders for cases approaching or past review dates
| Model | Description |
|---|---|
spp.case |
Core case record with client and assignment |
spp.case.type |
Case type with default intensity and caseload |
spp.case.stage |
Workflow stage with phase and requirements |
spp.case.assessment |
Assessment with risk score and findings |
spp.case.intervention.plan |
Versioned plan with approval workflow |
spp.case.intervention |
Individual intervention with status tracking |
spp.case.visit |
Client visit with type and notes |
spp.case.note |
Case note with confidentiality flag |
spp.case.referral |
External service referral with status |
spp.case.team |
Team with supervisor and members |
spp.case.risk.factor |
Risk factor with severity weight |
spp.case.vulnerability |
Vulnerability for assessment |
spp.case.closure.reason |
Closure reason with outcome type |
After installing:
- Navigate to Case Management > Configuration > Case Setup > Case Types and create case types
- Navigate to Case Management > Configuration > Case Setup > Case Stages and define workflow stages
- Navigate to Case Management > Configuration > Case Setup > Case Teams and create teams
- Navigate to Case Management > Configuration > Assessment > Risk Factors and define risk factors
- Navigate to Case Management > Configuration > Assessment > Vulnerabilities and define vulnerabilities
- Navigate to Case Management > Configuration > Closure > Closure Reasons and set up closure reasons
- Verify the cron job Case Management: Check Review Schedules is active under Settings > Technical > Scheduled Actions
- Cases: Case Management > Cases > All Cases / My Cases / Unassigned Cases
- Activities: Case Management > Activities > Visits / Notes / Referrals / Assessments
- Planning: Case Management > Planning > Intervention Plans / Interventions
- Configuration: Case Management > Configuration (Manager role required)
- Form tabs: Details, Participants, Programs, History
| Group | Access |
|---|---|
group_case_viewer |
Read-only access to all case records |
group_case_worker |
Full CRUD on cases and activities |
group_case_supervisor |
Full CRUD on cases and activities, read config |
group_case_manager |
Full CRUD including configuration |
- Override
_check_stage_requirements()onspp.casefor custom stage validation - Override
_compute_risk_level()onspp.case.assessmentto customize risk calculation thresholds - Extend
spp.case.intervention.planwith domain-specific fields - Hook
_cron_check_reviews()to add custom review logic or notification templates
base, mail, portal, spp_security
Table of contents
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
- OpenSPP.org
Current maintainers:
This module is part of the OpenSPP/OpenSPP2 project on GitHub.
You are welcome to contribute.