Trane Pivot Smart User manual

SAFETY WARNING

Only qualified personnel should install and service the equipment. The installation,

starting up, and servicing of heating, ventilating, and air-conditioning equipment can

be hazardous and requires specific knowledge and training. Improperly installed,

adjusted or altered equipment by an unqualified person could result in death or

serious injury. When working on the equipment, observe all precautions in the

literature and on the tags, stickers, and labels that are attached to the equipment.

BAS-SVU044D-EN

March 2020

X3964132001

User Guide

Trane®Pivot™Smart Thermostat

®2020 Trane BAS-SVU044D-EN

Introduction

The Trane® Pivot™ Smart Thermostat is a programmable thermostat that

features a color touch-screen and an intuitive user interface for easy

operation With built-in remote access capability, users can easily perform

tasks via a mobile device (iOS or Android)

Pivot apabilities

• Monitor and control the HVAC system using an Internet-enabled Smart

Phone from any remote location

• Customize display layout

• Automatic software updates

• Notifications informing the user of occurrences happening in the

building

This user guide provides guidance in configuring and connecting the Pivot

Smart thermostat

Warnings, autions, and Notices

Safety advisories appear throughout this manual as required Your personal

safety and the proper operation of this machine depend upon the strict

observance of these precautions

The three types of advisories are defined as follows:

WARNING

Indicates a potentially hazardous situation which, if not avoided,

could result in death or serious injury.

CAU

TION

Indicates a potentially hazardous situation which, if not avoided,

could result in minor or moderate injury. It could also be used to

alert against unsafe practices.

NOTICE

Indicates a situation that could result in equipment or property-

damage only accidents.

BAS-SVU044D-EN 3

WWAARRNNIINNGG

PPrrooppeerr FFiieelldd WWiirriinngg aanndd GGrroouunnddiinngg RReeqquuiirreedd!!

Failure to follow code could result in death or serious injury

All field wiring MUST be performed by qualified personnel Improperly

installed and grounded field wiring poses FIRE and ELECTROCUTION

hazards To avoid these hazards, you MUST follow requirements for field

wiring installation and grounding as described in NEC and your local/state/

national electrical codes

WWAARRNNIINNGG

PPeerrssoonnaall PPrrootteeccttiivvee EEqquuiippmmeenntt ((PPPPEE)) RReeqquuiirreedd!!

Failure to wear proper PPE for the job being undertaken could result in

death or serious injury

Technicians, in order to protect themselves from potential electrical,

mechanical, and chemical hazards, MUST follow precautions in this manual

and on the tags, stickers, and labels, as well as the instructions below:

• Before installing/servicing this unit, technicians MUST put on all PPE

required for the work being undertaken (Examples; cut resistant

gloves/sleeves, butyl gloves, safety glasses, hard hat/bump cap, fall

protection, electrical PPE and arc flash clothing) ALWAYS refer to

appropriate Safety Data Sheets (SDS) and OSHA guidelines for

proper PPE

• When working with or around hazardous chemicals, ALWAYS refer to

the appropriate SDS and OSHA/GHS (Global Harmonized System of

Classification and Labelling of Chemicals) guidelines for information

on allowable personal exposure levels, proper respiratory protection

and handling instructions

• If there is a risk of energized electrical contact, arc, or flash,

technicians MUST put on all PPE in accordance with OSHA, NFPA

70E, or other country-specific requirements for arc flash protection,

PRIOR to servicing the unit NEVER PERFORM ANY SWITCHING,

DISCONNECTING, OR VOLTAGE TESTING WITHOUT PROPER

ELECTRICAL PPE AND ARC FLASH CLOTHING ENSURE ELECTRICAL

METERS AND EQUIPMENT ARE PROPERLY RATED FOR INTENDED

VOLTAGE

IInnttrroodduuccttiioonn

4BAS-SVU044D-EN

WWAARRNNIINNGG

FFoollllooww EEHHSS PPoolliicciieess!!

Failure to follow instructions below could result in death or serious injury

• All Trane personnel must follow the company’s Environmental,

Health and Safety (EHS) policies when performing work such as hot

work, electrical, fall protection, lockout/tagout, refrigerant handling,

etc Where local regulations are more stringent than these policies,

those regulations supersede these policies

• Non-Trane personnel should always follow local regulations

Trane opyright

This document and the information in it are the property of Trane, and may

not be used or reproduced in whole or in part without written permission

Trane reserves the right to revise this publication at any time, and to make

changes to its content without obligation to notify any person of such

revision or change

Trademarks

All trademarks referenced in this document are the trademarks of their

respective owners

Revision History

• Added new section: Alerts

• Added new section: Multiple Buildings

• Added new section: Emergency Heat Enable

• Added new section: Language Support

IInnttrroodduuccttiioonn

BAS-SVU044D-EN 5

Requirements 7

Initial Setup 7

The Trane Pivot Mobile App 8

Setting Up the Trane Pivot Mobile App 8

Adding a Thermostat to the Account 9

Adding a New User to the Account 9

Creating Multiple Buildings 9

Moving a Thermostat to Another Building 10

Alerts 12

Setting Up Alerts 12

Part 1: Alerts Subscription Setup 12

Part 2: Thermostat Setup and Selection 12

Thermostat Home Screen 13

Interface Flowchart 14

Menu Screen 15

Settings Screen 16

Schedules 18

Modifying Schedule Periods 18

Deleting Schedule Periods 19

Adding Schedule Periods 20

Setpoint Adjustment 22

Enabling After-hours Timed Occupancy Override 22

Setting Up Temporary Setpoint Adjustments 24

Setting Up a Temperature Override Expiration 24

Setting Up a Temperature Override Degree Limit 25

Customization and Added Features 27

Customizing the Home Screen Layout 27

Table of ontents

6BAS-SVU044D-EN

Setting Up Access Restrictions 27

PIN Access 28

Language Support 28

Emergency Heat Enable 29

Open Automatic Demand Response (OADR) 29

Specifications 30

Pivot Smart Thermostat Support 31

TTaabbllee ooff CCoonntteennttss

BAS-SVU044D-EN 7

Requirements

• High-speed connection to the Internet (Wi-Fi or Ethernet)

• Wireless network with name (and password if required) and security type

• Mobile device (iOS or Android)

Initial Setup

Initial thermostat setup is performed through the user setup wizard (MMeennuu >>

SSeettttiinnggss >> UUsseerr SSeettuupp WWiizzaarrdd)

Below is a table that lists the order in which the user setup wizard will follow

Use the MMeennuu screen and the SSeettttiinnggss screen to manually configure any

screen setups canceled during the UUsseerr SSeettuupp WWiizzaarrdd process

Name Description

Screen Settings Adjust screen brightness, backlight, screen saver, and color theme.

Screen Layout

Choose up to two Apps for display on the Home screen. To deselect an

item, tap the highlighted item. If no items are selected, the Home

screen will adjust the layout for larger temperature display.

Setpoints

Adjust cooling and heating setpoints, override expiration, and

override degree limit.

Schedule

Settings Enable or disable schedules.

Schedules

View or Edit schedules. If schedules are disabled, this step in the

wizard will not be shown.

Optimal Start/

Stop

Enable or disable Optimal start and stop and set the time. If schedules

are disabled, this step in the wizard will not be shown.

Network Select your wireless network and enter your user name and/or

password. If your wireless network is available but not shown in the

list, select Hidden Network and manually enter the networks's name

(SSID) and security type.

Note: Wireless setup is not required when the Pivot thermostat is

hard wired to the network using an Ethernet cable.

Registration Register the Pivot thermostat to enable remote access.

To create an account, see “The Trane Pivot Mobile App,” p. 8.

Follow the instructions on the screen and the Trane Pivot App to

to the Account,” p. 9 for more information.

Weather Set your zip code for local weather.

8BAS-SVU044D-EN

The Trane Pivot Mobile App

Use the Trane Pivot mobile app to create an account, add thermostats, and

add new users to the account An account will allow you to view:

•DDaasshhbbooaarrdd — includes schedules, setpoints, and run time history (see

the following figure)

•EEvveennttss hhiissttoorryy — a history of events (the history list can be filtered)

•AAlleerrttss — define and customize who receives notification alerts, and

which alerts each user should receive

Figure 1. View of the dashboard (trane pivot mobile app)

Setting Up the Trane Pivot Mobile App

This section describes how to access and set up the Trane Pivot mobile app,

create a Trane Pivot account, and add thermostats and users to the account

NNoottee:: The free Trane Pivot mobile app is available on App Store® for

iPhone® and iPad®, and on Google Play® for Android.

1 Install the Trane Pivot mobile app onto your mobile device

2 Tap SSiiggnn UUpp NNooww and enter the required information

3 Enter a 4-digit PIN (options are 4, 6, 8, or 10 digits)

The MMyy BBuuiillddiinngg screen appears — this is the dashboard The account you

just created will be considered the account owner

BAS-SVU044D-EN 9

Adding a Thermostat to the Account

1 Open the Trane Pivot mobile app on your device

2 On the MMyy BBuuiillddiinngg screen, tap on the menu drop down icon, then tap

EEnnrroollll NNeeww DDeevviiccee The EEnnrroollll PPiivvoott TThheerrmmoossttaatt screen appears

3 Tap GGeett CCooddee or tap BBuuiillddiinngg DDaasshhbbooaarrdd to select a different building

This generates a 5-digit code and starts a 10-minute timer

4 On the Pivot Thermostat Home screen, tap MMeennuu >> PPiivvoott RReeggiissttrraattiioonn

Enter the 5-digit code and then tap NNeexxtt The Pivot thermostat will be

enrolled/registered in the account in approximately 60 seconds

5 Repeat the above procedure for additional thermostats

Adding a New User to the Account

Only the account owner has the ability to add new users to the Trane Pivot

mobile app account The account owner must have the ability to send a code

to the new user via a text message

NNoottee:: New users should prepare by downloading the Trane Pivot mobile app

and setting up a PIN prior to being added to the a ount.

1 Verify that the potential new user has downloaded the Trane Pivot

mobile app and has set up a PIN

2 From the Trane Pivot mobile app, tap UUsseerrss, then tap NNeeww UUsseerr

3 Follow the instructions to create the new user and then tap SSaavvee

4 Tap the newly created user tile, and then tap GGeett AAccttiivvaattiioonn CCooddee This

generates a 12–digit activation code which, is sent to the new user via

text message

5 Instruct the new user to open the Trane Pivot mobile app, tap on UUssee 1122

DDiiggiitt CCooddee, and then enter the code The new user will now have access

to the account

6 Repeat the above procedure to add additional users

reating Multiple Buildings

By default, the Pivot mobile App creates one building named “My Building ”

Multiple buildings equipped with Pivot thermostats can be created

individually under the account Thermostats and groups can then be

associated with each building

Best practice is to create buildings in the Pivot mobile app before enrolling

thermostats into the account This ensures that the thermostat will be

TThhee TTrraannee PPiivvoott MMoobbiillee AApppp

10 BAS-SVU044D-EN

enrolled into the correct building

TToo ccrreeaattee aa nneeww bbuuiillddiinngg aanndd aadddd tthheerrmmoossttaattss::

1 Tap BBuuiillddiinngg CCoonnffiigguurraattiioonn >> NNeeww BBuuiillddiinngg

2 Enter a name for the building and a postal code The postal code ensures

that the correct time will be configured on the thermostat Tap SSaavvee

3 Navigate to the DDaasshhbbooaarrdd, then tap the desired building icon

NNoottee:: Ensure that you have sele ted the orre t building — moving a

thermostat from one building to another building requires

unregistering the thermostat from the a ount and then

reregistering it ba k to a ount.

4 Tap EEnnrroollll NNeeww DDeevviiccee, and then tap GGeett CCooddee A 5–digit code appears,

which expires after 10 minutes

5 At the thermostat, navigate to the PPiivvoott RReeggiissttrraattiioonn screen Enter the

5–digit code and then tap NNeexxtt The thermostat will be registered in

approximately 60 seconds

Moving a Thermostat to Another Building

Moving a thermostat to another building requires unregistering the

thermostat from the account and then reregistering it back to account

Before adding thermostats to a building, always ensure that you have

selected the correct building

TToo mmoovvee aa tthheerrmmoossttaatt ttoo aa aannootthheerr bbuuiillddiinngg:

1 At the thermostat, navigate to HHoommee >>MMeennuu >> PPiivvoott rreeggiissttrraattiioonn

2 Tap UUnnrreeggiisstteerr A confirmation dialog appears Tap OOKK to confirm

3 At the Pivot mobile app, tap on the building in which you want to enroll

the thermostat

4 Tap EEnnrroollll NNeeww DDeevviiccee, and then tap GGeett CCooddee A 5–digit code appears

expires after 10 minutes

5 At the thermostat, navigate to the PPiivvoott RReeggiissttrraattiioonn screen Enter the

5–digit code and then tap NNeexxtt The thermostat will be registered in

approximately 60 seconds

TToo mmoovvee aa tthheerrmmoossttaatt ttoo aannootthheerr bbuuiillddiinngg ((PPiivvoott mmoobbiillee aapppp)):

1 From the DDaasshhbbooaarrdd screen, navigate to the building in which the

thermostat is located

2 Tap the selected thermostat icon to expand the contents, then tap

SSeettttiinnggss at the bottom of the screen

TThhee TTrraannee PPiivvoott MMoobbiillee AApppp

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