spp_change_request

OpenSPP Change Request

OpenSPP Change Request

Overview

The OpenSPP Change Request (spp_change_request) module streamlines the process of handling changes to registrant information within the OpenSPP system. It provides a structured framework for submitting, reviewing, approving, and applying modifications to existing registrant data.

Purpose

The module aims to:

• Formalize Change Requests: Introduce a standardized procedure for requesting alterations to registrant data, ensuring all changes are documented and tracked.
• Implement a Multi-Step Approval Process: Establish a configurable workflow for validating and authorizing change requests, involving different user roles and levels of approval.
• Maintain Data Integrity: Safeguard the accuracy and consistency of registrant information by requiring proper justification and authorization for any modifications.
• Enhance Transparency and Accountability: Provide a clear audit trail of all change requests, approvals, and applications, promoting transparency and accountability in data management.

Module Dependencies and Integration

The spp_change_request module leverages and extends the functionality of several other OpenSPP modules:

1. G2P Registry Modules: It heavily relies on the G2P Registry modules for accessing and modifying registrant data:
   • G2P Registry: Base (g2p_registry_base): Inherits core registrant management features, including the res.partner model used to represent registrants.
   • G2P Registry: Individual (g2p_registry_individual): Integrates with the individual registrant model to handle change requests related to individual data.
   • G2P Registry: Group (g2p_registry_group): Extends group registrant functionality to manage changes related to group information.
   • G2P Registry: Membership (g2p_registry_membership): Allows for change requests involving membership details, such as adding or removing members from groups.
2. OpenSPP Service Points (spp_service_points): Integrates with the Service Points module to enable the submission of change requests through designated service points.
3. OpenSPP Area (spp_area): Utilizes the Area module to manage change requests related to a registrant's geographical location, such as changes in address or district.
4. OpenSPP Scan ID Document (spp_scan_id_document): Integrates with the ID scanning functionality to allow for the capture and association of scanned documents as supporting evidence for change requests.
5. OpenSPP DMS (spp_dms): Leverages the Document Management System for storing and managing documents related to change requests, such as proof of identity, address verification, or other supporting materials.
6. Phone Validation (``phone_validation``): Utilizes the phone validation module to ensure phone number updates within change requests adhere to proper formatting and validation rules.

Additional Functionality

Change Request Management

• Change Request Model (``spp.change.request``): A central model for tracking all change requests, storing details like request type, status, applicant, assigned personnel, approval history, and related documents.
• Configurable Workflow: Supports customizable multi-stage approval processes, allowing administrators to define the required steps and user roles involved in validating change requests.
• Status Tracking: Monitors the progress of change requests through various states (Draft, Pending Validation, Validated, Applied, Rejected, Cancelled), providing real-time visibility into the process.
• Audit Trail: Maintains a comprehensive history of all actions related to a change request, including submission, validation, approvals, rejections, and application, ensuring accountability and transparency.

Integration with Registrant Data

• Dynamic Form Generation: The module allows for defining different change request types, each associated with a specific form that captures the necessary data for that type of modification.
• Data Validation: Implements validation rules to ensure the data entered in change request forms meet specific criteria, such as data type, format, or range, before submission for approval.
• Automatic Data Update: Upon approval and application of a change request, the module automatically updates the corresponding registrant data in the relevant G2P Registry module, ensuring data consistency.

User Interface and Experience

• Dedicated Change Request Menu: Provides a centralized location within the OpenSPP interface for accessing and managing change requests.
• User-Friendly Forms: Offers intuitive and easy-to-use forms for submitting different types of change requests, guiding users through the required information.
• Role-Based Access Control: Restricts access to change request functionalities based on user roles and permissions, ensuring data security and appropriate authorization levels.

Conclusion

The OpenSPP Change Request module significantly strengthens the data management capabilities of OpenSPP by introducing a structured and controlled mechanism for handling modifications to registrant information. By integrating with various core modules, the spp_change_request module promotes data integrity, transparency, and accountability throughout the change management process.

Important

This is an alpha version, the data model and design can change at any time without warning. Only for development or testing purpose, do not use in production. More details on development status

Table of contents

Bug Tracker

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.

Credits

Authors

• OpenSPP.org

Maintainers

Current maintainers:

This module is part of the OpenSPP/openspp-modules project on GitHub.

You are welcome to contribute.