Auditing online

Navigate from one section to the next by clicking on each section.

1/ Organization Information features mostly quantitative questions about your organization.

2/ SPI4 Full or SPI4 ALINUS contains the Questionnaire, with the qualitative indicators which are aligned with the Universal Standards and organized by Dimensions and Essential Practices. Click on each Dimension to access the questions.

3/ Green Index is optional for SPI Full audits and will appear only if you select it on the Audit Settings page. It will automatically appear for SPI4 ALINUS audits.

Progress and Scores

Score is calculated according to the answers you give while filling the questionnaire. All questions are weighted equally.

Progress is a percentage showing how much of the section has been completed. To finish your audit, you must answer 100% of the mandatory questions, indicated by a *

Scores and Progress only update when you click on another section. They will not update automatically with each answer you provide.


Filters in Organization Information section:

Filter by mandatory indicators to see only the indicators that must be completed to see results.

Filter by flagged indicators, to see the indicators you flagged (to come back to or have a co-worker fill in, for example).

Filters in SPI4 and SPI4 ALINUS section:

Filter by  indicators you flagged or by the answers given to the questions:

  • Unanswered questions
  • Yes
  • No
  • Partially
  • N/A

Filter by the specific department in the organization, to make it easier for different staff members to fill in the questionnaire.

The categorization of indicators by department is indicative, and will depend on each organization. See the CERISE Document and Interview checklist for a comprehensive list to cross-check information.


Use comments to provide evidence: cite documents (with page numbers), practices or processes observed, or explain why the indicator doesn’t apply.

1/ Click on Comments to open comment box.

2/ Make sure to click on Add to save the comment.

Comments are important!
They allow people less familiar with the FSP to better understand practices, will help guide discussions on results and action planning, and they allow CERISE to validate the quality of the audit to determine if it will be used for benchmarks.

See examples of the kind of comments to provide in the sample audit in the SPI resources or in the Audit Guide.

Several users can comment an indicator. Their comments will appear with their name and time of comment, below the comment box. The time that appears is Paris time. This cannot be changed!

Fill in the audit with other people

When you invite people to MODIFY the audit, then they can change the answers and add comments.

In the current version, when a user changes the answer, it is NOT registered in the comments log. This means you cannot identify WHO has changed the answer.
We recommend you ask co-auditors to add a comment when they change an answer in order to 1) justify the change and scoring and 2) you can track who has changed the answers!


Click on the the question mark next to the indicator code…

…to open up guidance for the indicator from the Audit Guide: how to interpret, score and comment the indicator, and examples.

Client Protection (CPP) import

If you have a recent Client Protection Assessment or Certification Excel file, you can import your results to SPI. Follow the same steps as for a SPIflat.

More questions?