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GENERAL INFORMATION

Symptom Check List Worksheets

* PLEASE READ THIS FIRST *

NOTE: This article is intended for general information purposes only. It does not apply specifically to one make or model.

PURPOSE

NOTE: This article is intended for general information purposes only. It does not apply specifically to one make or model.


WHY USE THE SYMPTOM CHECK LIST WORKSHEETS?

One of the most difficult and critical lines of communication is between the service customer and the technician. The clearer the technician understands the customer's concerns, the more likely the problem will be "fixed right the first time".

The Symptom Check List Worksheets in this article are designed to improve this communication. When used consistently, they can be helpful in reducing shop comebacks, increasing technician productivity, and producing satisfied customers. They also provide other benefits:

image Reduce "No Trouble Found" problems image Increase customer involvement

image Customer perceive that "they really care and listen" image Save time during peak write-up periods

image Reduce recontacting customers for additional information image Improve night drop information

image Insure all the right questions are asked at write-up

MAKING THE WORKSHEETS A PART OF YOUR NORMAL ROUTINE

The following information contains ideas that may be helpful in forming habits that promote daily use of the Symptom Check Lists:

image HAVE THE SERVICE ADVISER FILL OUT THE FORM(S) WITH THE CUSTOMER WHENEVER POSSIBLE.

image Place them in your night drop for the customer to fill out, along with an instruction sheet to help them understand what to do.

image Hand out the worksheets to customers while they wait in line during the peak morning rush and ask them to fill it out. It will save time for all concerned and improve the quality of information received from the customer.

image Make sure it is attached to the hard copy when it goes to the technician.

image Place a copy with the final repair papers and review it with the customer at delivery.

image Put a new worksheet in the glovebox of all departing customers.

image Require that you personally see a copy of all worksheets filled out for shop comebacks.

image Hold a shop meeting to get employee buy-in and their ideas on how to make it effective in your shop.

There are many other ways to utilize the concept, but as with every other idea, successful implementation depends on employee involvement and buy-in.

SYMPTOM CHECK LIST WORKSHEETS

CONDENSED VERSION - ALL ON ONE PAGE


NOTE: Have the service adviser fill out this form with the customer whenever possible.

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Fig. 1: Entire Vehicle - Symptom Check List For Customer FULL VERSION - ALL ON FOUR PAGES

NOTE: Have the service adviser fill out these forms with the customer whenever possible.

Dear Valued Customer:

Our goal is to lix your proЬlem correctly and get you back оп the road as soon as possiЫe in the unlikely event you e,cperience а proЬ­ lem whh your vehicle. Help us identify the exact nature of lhe coricern Ьу taking а few momen\S to complele lhe appropriate sectlon of th1s diagnostic worksheet. Thank you.


CUSTOMER NAME: PHONE NO.: REPAIR ORDER NO.:

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DIAGNOSTIC WORKSHEET

DRIVEABILIТY - ENGINE - АUТОМАТIС TRANSMISSION


SYMPTOM (СНЕСК ALL ТНАТ APPLY)

ENGINE

О "Service Engine Soon"f'Malfunction lndicator Light" on


OPERATING CONOITIONS (СНЕСК ALL ТНАТ APPLY)

HOW OFTEN DOES 1Т OCCUR? (Engine andlor Transmission)

О Hard starVno start (cranks ОК)

О Won't crank

О Engine stalls

О Always

О Few hours

О Few months

О Few seconds

О Few days

О variaЫe

О Few minutes

D Fewwaeks

О Onl-J dumg ewnt

О Engine miss

О Miss while driving

О Every                      to miles О Unknown

О Other (explain):                                              

О Heshates. stumbles or sags

0 Rough id le

О Just staned О Geni ng bener

О Si nce new

О Getting worse

О ldle too high О ldle is too low

О Poor power/performance

WHEN DOES OCCUR? (Engine and/or Transmiввion) When Engine Temperature is:

О Surge or chuggle. buck - jerk - skip

0 Cold


Dwarm

0 Hot

О Poor gas mileage О Highway О City

О Pings. detonates

О Suphщ rotten egg odor

О AI I the time Weather Conditions:

ОOnly during warmup

О Back1ires (popping noise) - underhoodltailpipe

О Exhaust smoke О lncreased oil consu tion

О Runs on alter key is 1urned olf

О Speed fluctuates whhout moving accelerator

О Engine noise (explain) : -------------

О Very cold - below О degrees F

О Cool - 32 60 degrees F О Hot - Above 80 degrees F О Raining О Dry

О Snow/ice О Wet roads

О Cold - О to 32 degrees F О Wann- 60 \о 80 degrees F О Any environment

О Humid

О Other (explain bel ow )


image


image

(whine, rattlв, groan, clunk, вtс)

О Ol her : ------------------


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Driving Conditions:

О Light throttle О Medium throttle

О Staning О At idle

О Over burrps О When shitting


О Hard throttle О Decelerating О While turning

image О Cruising steady at                 МРН0 Whil e braking


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TRANSMISSION

0 Anytime O Uphill

О Highway О C y/town

0 Downhill

О Stop and go

О Does not shift properly

0 Will no l shill

О Will no1 shill into overdrive

О Hard shil1

0 Up О Down

О Between                  МРН and                      МРН

О On ly w ilh NC or Delrost on

What Туре of Fuel? What Вrand?                

О Eng ,ne s1ar1s ,n other than " Р " or "N"

О No1se (descr 1be). ---------------

ОRegul ar UL О Mid range UL О Prem;um Unleaded

О Gasohol О Ethanol О Methanol


(whine, ranle, groan, clunk, buzz, etc.)

О Diesel #1 О Diesel #2 О Various br ands

image

image

When Gear Selector is in :

О Shifts into gear too early

О Overdrive doesn1 work wi:h spвed control, Ьut is otherwise ОК

О Highway speed shudder, surge , etc .

О Other :                                                       

О Parl</Neutral О Reverse

О Drive/3 О Drive/2

Between Gears:

О Overdrive

О Drive/1

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0 Park to R ог D

О Rev/Drive

О FirsVSэcond


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EXPLAIN:                                     


image


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О SecondfТhird

О Th , rdlOverdr ,ve


S0G/5061


Fig. 2: Symptom Check List - Page 1

BRAKES- SТEERING - SUSPENSION


SVMPTOM

0 Vehicle pulls right - When                 0 Vehicle pulls left • When                 О Steering wheel vibrates а\ -- МРН

О Excessive play in steering

О Erratic steering when braking

О Poor steering wheel return after cornering


О Suspension bottoms out О Leans or sways in corners 0 Brake light оп

О Traction control light оп

О Uneveп tire wear


О S s uneven

О " Dog" tracks

0 ABS light оп

О Soft ride

image

Hard to steer

0 Eftort О Wanders

О Steering wheel oft center

Shimmy/vibration (check Ьох below for location)

U Front U Aear U Don't know

О Seat О Floor О Other


Brake pedal

О Noise О Pulses О Squeaks

WHEN DOES IT OCCUR?


О Hard О Mushy


О Excessive travel

О Cold days О Hot days

О Parking manuevers О At road speed

О WeVra i n

О Accelerating

О AJI the time

О Decelerating

О lntermittent

EXPLAIN:                                                                       


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image


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SQUEAK - RАТТLЕ- NOISE CONDITIONS


AREA OF NOISE

О Engine Companment

О Front Suspension

О Rear Suspension

О Passenger Compartment

О lnstrument Panel

О Doors

О Rear seat area

NOISE SOUNDS LIKE


0 Left 0 Right О Center О Don't know

0 Left 0 Right О Center О Don't know

Lelt Right О Center О Don ' t know

Left 0 Right О Center О Don't know

Lel t 0 Right О Center О Don't know

0 Lel t 0 Right О Center О Don't know

О Console О Other                                           

О Knocks

О Hard metal

О Light metal

О Aoars

0 Ticking О Whine

О Squeaks

О Rattles

О Scraping

О Other                                                 _

HOW OFТEN DOES IT OCCUR?

О Continuous

О Otten

О lntermitlent

О Just started

О Since new

WHEN DOES IT OCCUR?

0 AII the tlme O Speed

О Hard throttle О Light throttle

О Hot days О Cold days

О Heavy bumps О Light bumps


О АРМ О Only moving О Оп turns О Braking

О Decelerate О Steady speed О ldle in gear О ldle out of gear

О Humid or rainy О Temperature               

ОSmooth pavement


EXPLAIN: image


image


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CUSTOMER NAME: PHONE NO .: REPAIR ORDER NO:

sнор USE ONLY·

VIN#:

S0H/5062

MILES: TECHNICIAN: ADVISOR#:


Fig. 3: Symptom Check List - Page 2

AIR CONDIТIONING - HEATER - VENТILATION


SYSTEM OR ААЕА AFFECTED

О Air conditioner

О Мах А/С

SYMPTOM

О Heater О Oefroster

О Automatic Temperature Coпlrol

О Vent

О Mix/Ыend

О Bi-Level

О Economy

О Fan/Ыower

0 AII

О Does not work О Noisy (explain) О Leaks

О Blows wrong temperature air

О Broken О Odor

О lnsufficient heat or cool

О No air comes out of vents

О Air comes from wrong outlets

О Other (explain below)

О Rapid cycling

О Blowsfuse

WHEN DOES IT OCCUR?

0 AII the time 0 Hot

О When change controls on ly


О Cold О lntermittent

О Olher (expla in below)


О Right alter stanup

О Fan Ыоwег speed High / Med / Low


EXPLAIN: image


image


ELECTRICAL- RADIO - ТАРЕ/СО PLAYER

SYMPTOM MUSIC SYSTEM

О Does not work О Noisy

О Conlrols do not work

SYSTEM AFFECTED


Ostatic

О Bl ows luse


О Won't l oad О Won't ejecl О Poor reception

О Other (explain below)

О Radio only О Таре player О Speakers

дм

О CDplayer

О F r ont

0 FM

О Whole system

О Rear

О FM stereo О Graphic equalizer

О Steering wheel buttons О Рhопе

0 Left O R i gh l

О Antenna

0 Clock

О Radio 01 player controls О Rear seat coпtrols

ALL OTHER ELECTRICAL ITEMS OR ACCESSORIES

Please lisl the complaint accessory or item and check any appllcaЫe symptom(s) from lhe list thal follows:

                                            О lnoperaЬle О Noisy

0 Check light оп 01 tlashing

О Bl ows fuse О lntermittenl


                                            О lпорегаЫе О Noisy

О Check light on or flashiпg

О Blows luse О lntermitten\


                                           О lпореrаЫе О Noisy

О Check light оп or flashing

О No control О Erra ti c

О Wo rks improperly (explain be low)

О Rel a ted syslem aftected (explain below)


О No control О Erra ii c

О Works improperly (explain below)

О Related system aHected (explain below)


О No conlrol О Errati c

О Works improperly (explaiп below)

WHEN DOES IT OCCUR?

О Blows fuse О lntermittent

О Related system atfected (expla in below)


0 AII the t ime

О lnterm tenl

О 01her (explain below)

0 Hot 0Cold

О After ru ns for       minutes

О Ju s \ after s\ar1ing - maПunctions for а while

О Rough roads or bumps only


EXPLAIN: image


image


CUSTOMER NAME:

sнор USE ONLY·

VIN#:

50115063

PHONE NO.: REPAIR ORDER NO:


MILES: TECHNICIAN: ADVISOR#:


Fig. 4: Symptom Check List - Page 3

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Fig. 5: Symptom Check List - Page 4 INDIVIDUAL SYSTEM-BASED CHECK LISTS

NOTE: Have the service adviser fill out these forms with the customer whenever possible.

DRIVEABILIТY - ENGINE - AUTOMAТIC TRANSMISSION


SYMPTOM (СНЕСК ALL ТНАТ APPLY) ENGINE


OPERATING CONDIТIONS (СНЕСК ALL ТНАТ APPLY)

HOW OFТEN DOES IT OCCUR? (Engine&/orTransmlsslon)


О "Service Engine Soon" /Maffunction lndicator Light" on

О Hard star1/no start (cranks ОК)

О Won't crank

О Always

О Fewhours

О Fewmonths

О Few Seconds О Fвw minutвs

О Few days О Few weвks

О VariaЫe О Only during event

О Engine stalls

Engine miss

О Every                to     miles О Unknown

О Other (explain):                           

О Miss while driviпg

О Hes ates, stumЬles or sags

О Just started О Getting better

О Since new

О Get t ing worse

0 Rough idle

0 ldle is too hjgh O ldl в is too low

О Poor powerlperformance

О Surge or chuggle, buck - jerk - skip

О Poor gas mileage О Highway О Crty

О Piпg, detonatвs

О Sulphurlrotten egg odor

WHEN DOES IT OCCUR? (Engineand/orTraлsmission) When Engine Temperature is:

0 Cold Dwarm 0 Hot

О AII the 1ime О Only during warmup


Weather Conditions:

О Backfires (popping noise) - underhood/tailpipe

О Exhaust smoke О lncreased oil consumption

О Runs on after key is turned off

О Speed fluctuates without moving acceleralor

О Engine ncise (explain) :                       _

О Very cold below 0°F

Cool 32 to б0°F

Hot - above ao•F

О Raining О Dry

Snow/lce Wet roads

Cold - О to 32°F

Warm - 60 to ao•F

О Any envlronment

О Humid

image

D Other (explain):                           _

image


image


image

(whine, rattle, groan, clunk, etc.)

О Other :                                 


image


image


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TRANSMISSION

О Does not sh t properly О Hard sMt

О Will not shift О Up О Down

О Will not shift into overdrive

О Engin e starts in other than "Р" or "N"

О Noise (describe):                             _


image

image

Driving Conditions:

D Light throttle О Medium throttle

0 Starting O At idle

О Over bumps О When shifling

О Cruising - steady at МРН

0 Anytime O Uphill

О Highway О Cityltown

0 B et v,een image MPH and image MPH

О Only with А/С о, Delrost оп


О Ha r d 1hrottle О Decвlera1ing О Wh ile turning

0 While braking

О Downhill

О Stop and 90


image

image

What Туре of Fuel?


What Brand?


image

(1vh ine, rattl e, groan, clunk, buzz, etc.)

О Shifts into next gear too early

О Overdrive doesn't wo,k with speed contro l , but is otherwise ОК

О Highway speed - shudder, surge, etc.

О Oth er :                                 


image


image

EXPLAIN:                               _


image


image


image


CUSTOMEA NAME:

sнор USE ONLY·

О Regular UL О Midrange UL О Premium UL

О Gasohol О Ethanol О Methanol

О Di в l #1 О Diesel #2 О Various b r ands


When Gear Selector is in:

О Park/Neutral О Reverse О Overdrive

D Drive/3 О Orive/2 О Driv e/ 1


Between Gears:

D Park \о R or О О Reverse/Drive О First/Second

D Second/Тhird О Third/Overdrive PHONENO.: REPAIA OADEA NO :

VIN#:

50Н/5054

MILES: TECHNICIAN: ADVISOA#:


Fig. 6: Engine Driveability & Automatic Transmission

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Fig. 7: Brakes, Steering, & Suspension

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Fig. 8: Air Conditioning, Heater & Ventilation

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Fig. 9: Electrical, Radio & Tape/CD Player

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Fig. 10: Manual Transmission & Clutch

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Fig. 11: Squeak, Rattle, & Noise Conditions

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Fig. 12: Water Leak & Wind Noise


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