Vehicle & Customer
// 1 of 6 — Identify the advisor, customer, and vehicle
Step 1 / 6
Primary Concern
// 2 of 6 — Document the customer's concern and history
Use the customer's own words whenever possible.
Step 2 / 6
Associated Symptoms
// 3 of 6 — Warning lights, noises, and drivability
e.g. clunking when turning, tapping on acceleration, grinding when braking, whining at speed
e.g. jerking, shaking/vibration, pulling to one side, hesitation, rough idle, stalling, loss of power
Step 3 / 6
Concern Pattern
// 4 of 6 — Active status, frequency, and reproducibility
e.g. "noise disappears when it rains," "worse in the morning," "better after warm-up"
Step 4 / 6
Verification & Notes
// 5 of 6 — Advisor verification and supplemental information
e.g. "During commute on 376-W, usually around 65 mph, first 10 minutes of driving"
Step 5 / 6
Review & Generate
// 6 of 6 — Confirm entries and print the report
Step 6 / 6