Ingersoll-Rand Trane Pivot User manual

X39641352001
SSAAFFEETTYY WWAARRNNIINNGG
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
September 2018 BBAASS--SSVVUU004444AA--EENN
Trane®® Pivot™™ Smart Thermostat
User Guide

2BAS-SVU044A-EN
Introduction
The Trane®Pivot™Smart Thermostat is a color touch-screen,
programmable control that is equipped with remote access This controller
has an intuitive interface for easy operation
Pivot Capa ilities
• Monitor and control the HVAC system using an Internet-enabled Smart
Phone from any remote location
• Customize display layout
• Receive text and e-mail notification that inform the user of occurrence
happening in the building
• Receive automatic software updates
This user guide provides guidance in configuring and connecting the Pivot
Smart thermostat
Warnings, Cautions, 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-SVU044A-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 Material Safety Data Sheets (MSDS)/Safety Data Sheets
(SDS) and OSHA guidelines for proper PPE
• When working with or around hazardous chemicals, ALWAYS refer to
the appropriate MSDS/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-SVU044A-EN
WWAARRNNIINNGG
FFoollllooww EEHHSS PPoolliicciieess!!
Failure to follow instructions below could result in death or serious injury
• All Ingersoll Rand personnel must follow Ingersoll Rand
Environmental, Health and Safety (EHS) policies when performing
work such as hot work, electrical, fall protection, lockout/tagout,
refrigerant handling, etc All policies can be found on the BOS site
Where local regulations are more stringent than these policies, those
regulations supersede these policies
• Non-Ingersoll Rand personnel should always follow local regulations
Copyright
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
IInnttrroodduuccttiioonn

BAS-SVU044A-EN 5
Requirements 6
Initial Setup 6
CCrreeaattiinngg aann AAccccoouunntt wwiitthh TTrraannee PPiivvoott MMoobbiillee AApppp 7
Creating a Trane Pivot Account 7
Adding a Thermostat to the Account 7
Interface Home Screen 8
Menu Screen 9
Settings Screen 10
Schedules 12
Modifying Periods 13
Deleting Periods 13
Adding Schedule Periods 14
Scheduled Setpoints 15
Enable After Hours — Timed Occupancy Override 16
Temporary Adjustment of Temperature 17
Temperature Override Expiration 18
Temperature Override Range Limit 19
Customize Home Screen 20
Access Restriction 20
Layout 20
Specifications 22
Interface Flowchart 23
Ta le of Contents

6BAS-SVU044A-EN
Requirements
• High-speed connection to the Internet (WIFi 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 the user setup wizard will follow
Name Description
Screen Settings Adjust screen brightness, backlight, screen saver, and color theme.
Screen Layout
Choose up to 2 Apps for display on the Home screen. To deselect an
item, tap highlighted item. If no items are selected, the Home screen
will adjust layout for larger temperature display.
Setpoints
Adjust cooling and heating setpoints, override expiration, and
override degree limit. See “Scheduled Setpoints ,” p. 15 for more
information.
Schedule
Settings
Enable or disable schedules. Disable means the occupant manually
touch Building icon to switch between occupied mode and
unoccupied mode. To later change Enable/Disable schedule, navigate
from Home screen Menu/Schedules. See “,” for more information.
Schedules Edit schedule. if schedule is disabled, then this step is skipped.
Optimal Start/
Stop
Enable or disable Optimal start and stop and set the time. If schedule
is disabled, then this step is skipped.
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 Pivot thermostat is hard
wired to the network using an Ethernet cable.
Registration Register the Pivot thermostat to enable remote access.
if you do not already have a Pivot App, create an account first. See
“Creating an Account with Trane Pivot Mobile App,” p. 7.
Follow the instructions on the screen and the Trane Pivot App to
register the thermostat. See the instructions in “Adding a Thermostat
to the Account,” p. 7 for more information.
Weather Set your zip code for local weather.

BAS-SVU044A-EN 7
Use the MMeennuu screen and the SSeettttiinnggss screen to manually configure any
screen setups canceled during the UUsseerr SSeettuupp WWiizzaarrdd process
Creating an Account with Trane Pivot Mo ile
App
The Trane Pivot Mobile App will be used to create an account, add
thermostats and add new users to the account An account will allow you to
view:
•DDaasshhbbooaarrdd which includes Schedules, Setpoints, and Run Time History
•EEvveennttss hhiissttoorryy; history listing can be filtered
•AAlleerrttss; to define and customize who should receive TEXT or EMAIL
system alerts, and which alerts each user should receive
Creating a Trane Pivot Account
1 To create a Trane Pivot account, first go to the App Store for IOS or
Google Play Store for Android and download the Trane Pivot mobile app
to your smart phone
2 Tap the SSiiggnn UUpp NNooww button in the App, and fill out all the information
3 Enter a 4-digit PIN (You will have the option of 4, 6, 8, or 10 digits)
4 You will land on the MMyy BBuuiillddiinngg screen which is the dashboard
5 This account will be considered the account owner
Adding a Thermostat to the Account
1 Use the Trane Pivot app on your smart phone
2 On the MMyy BBuuiillddiinngg screen, tap on the menu drop down icon, then tap
CCoonnnneecctt NNeeww DDeevviiccee
3 The EEnnrroollll PPiivvoott TThheerrmmoossttaatt screen appears Tap the CCoonnttiinnuuee button
This generates a 5-digit code and starts a 10-minute timer
4 On the Pivot Thermostat, go to MMeennuu >> PPiivvoott RReeggiissttrraattiioonn and enter the
5-digit code and tap NNeexxtt
5 The Pivot thermostat will be enrolled/registered in the account in about a
minute
6 Repeat the process for any additional thermostats
RReeqquuiirreemmeennttss

8BAS-SVU044A-EN
Interface Home Screen
Date/time Notication/system
warnings Weather
display
(optinal)
Network
Status
Tap to increast the Cool
to or Heat to temperature
setpoints
Tap to allow changing Cool to
temperature setpoints
Tap to allow changing Heat to
temperature setpoint
Tap to decrease the Cool to or
Heat to temperature setpoint
Tap to change fan modes
(Auto/or On)
Tap to change system modes
(Auto/Heat/Cool/O/Emergency
Heat)
Tap for additional menu screens
Current space temperature
Corrent Occupancy mode.
Occupied shown.
Figure 1. View of Dash oard on Pivot Phone App

BAS-SVU044A-EN 9
Menu Screen
Feature Description
Settings Accesses all user setting screens. Refer to the following, Settings screen.
Schedules View or edit schedules. Tap to Enable/Disable scheduling.
Schedule
Setpoints
Change occupied and unoccupied temperature setpoints, and override
limits.
Occupancy
Override Change override duration.
System Info Allows system information Display Alerts, Notifications, and other
information about the thermostat.
Pivot
Registration Register or unregister thermostat from Pivot.
Humidity Set target humidity level
Ventilate Set ventilation options. Only available when ventilation is enabled through
installer Setup.
Service Allows contractor to make changes to Thermostat Installer Setup
Screens and diagnostics.
Home Returns user to the Home screen.
Back Returns user to the previous screen.

10 BAS-SVU044A-EN
Settings Screen
Feature Description
Thermostat Set temperature scale, setpoint deadband, indoor temperature
sensor calibration, outdoor temperature sensor calibration.
Screen • Display: adjust screen display brightness, backlight, screen
saver, color themes.
• Screen Layout (choose 2 apps for display)
• Clean Screen. Disables screen for 30 seconds to allow for
cleaning.
• Access Restrictions (screen lock when inactive 1 minute).
See “Access Restriction,” p. 20.
Date and time Manually sets the date, time, and time zone when not connected
to a Pivot account.
Network Displays network information and allows network setup.
Optimal Start/Stop Enable/disable energy savings options.
Optimal start will adjust the set point prior to schedule
occupancy based history and current outdoor temperature in
order to meet set point by the start of the scheduled occupancy.
The optimal start time is the earliest the system is allowed to
change.
Optimal stop allows the zone to drift up to two degrees from set
point prior to the end of a schedule occupancy. The earliest
allowed for the drift is the Optimal Stop Time.

BAS-SVU044A-EN 11
Feature Description
Weather Setup local weather information when registered with Pivot.
Mobile app.
SW Upgrades Tap to manually upgrade to current software revision. Software
upgrades occur automatically if connected to Pivot. Mobile app.
Note: Manual upgrades require an internet connection and a
USB flash drive.
Reminders Displays any service required to system maintenance or
reminders.
User Setup Wizard Used to setup all user settings after initial installation.
Reboot Reboot unit.
Home Returns user to the Home screen.
Back Returns user to the previous screen.
SSeettttiinnggss SSccrreeeenn

12 BAS-SVU044A-EN
Schedules
Schedules must be enabled for this screen to be shown
Press MMeennuu SScchheedduulleess to view or edit the schedule If schedule is disabled,
then no schedule will be displayed
Feature Description
Current Day Displays each day of the week.
Start and Stop time
adjust
Tap UP or DOWN arrows to adjust the schedule start and stop time
Add Tap to add a new period into the system.
Delete Tap to delete a period from the system.
Enable/Disable
Schedule
Tap the button to either enable or disable schedules. When the
schedule is disabled, press the Building icon on the Home screen
to change back and forth from using the occupied set points and
unoccupied set points. Thermostat will not follow the schedule.

BAS-SVU044A-EN 13
Modifying Periods
Figure 2. Tap the period that you wish to modify
1 View the existing schedule Tap on the preferred period
2 Tap on the UUPP or DDOOWWNN arrows to adjust the start and stop times (The
top set of arrows adjusts the Start time, while the bottom set of arrows
adjusts the Stop time)
3 Continue to make adjustments to the other schedule periods, if
necessary
4 Tap SSaavvee to save changes and exit Tap CCaanncceell to discard any changes
Deleting Periods
1 Access the SScchheedduullee SSccrreeeenn and tap DDeelleettee on the bottom
2 Tap the TTrraasshh icon of the desired period(s) to delete
3 Tap SSaavvee to delete the selected schedule or CCaanncceell to return to the
schedule screen without deleting
SScchheedduulleess

14 BAS-SVU044A-EN
Adding Schedule Periods
1 Access the SScchheedduullee SSccrreeeenn and tap AAdddd
2 On the AAdddd screen, tap the pplluuss ssiiggnn to add a new schedule period
3 On the right side of the screen, tap UUPP or DDOOWWNN to select start and stop
times
4 Tap SSaavvee to save this new schedule or CCaanncceell to return to the schedule
screen without saving
SScchheedduulleess

BAS-SVU044A-EN 15
Scheduled Setpoints
This screen is used to set what temperatures the thermostat will control,
based on the occupancy schedule
The path to get to the Setpoint Adjust screen is HHoommee >> MMeennuu >> SScchheedduullee
SSeettppooiinnttss >> SSeettppooiinnttss
To set occupied HHEEAATT TTOO temperature, tap the UUPP//DDOOWWNN arrows to adjust
To set occupied CCOOOOLL TTOO temperature, tap the UUPP//DDOOWWNN arrows to adjust
To set unoccupied HHEEAATT TTOO temperature, tap the UUPP//DDOOWWNN arrows to
adjust
To set unoccupied CCOOOOLL TTOO temperature, tap the UUPP//DDOOWWNN arrows to
adjust
Tap AAPPPPLLYY when finished

16 BAS-SVU044A-EN
Ena le After Hours — Timed
Occupancy Override
If schedule is disabled
• Then this feature does not appear In this situation, simply press the
Unoccupied House to change to occupied set point The thermostat will
continue to use occupied setpoint until the house symbol is pressed
again
When schedule is enabled
• During unoccupied periods, the occupied set point are used and set point
adjustment is not allowed To get heating or cooling after hours, Time
Occupancy Override is used
Figure 3. Screen showing Unoccupied
Symbol used for
Unoccupied
When in Unoccupied
mode, use this Timed
Override button to
put the thermostat into
occupied mode for
2 hours
Unoccupided setpoints. These
will only be active and allow changes
when a Timed Override is started.
To start a timed occupancy override occupancy, HHOOMMEE >> lleefftt ssiiddee ooff ssccrreeeenn
>> OONN//OOFFFF bbuuttttoonn, which has a power button symbol
Pushing the SSTTAARRTT button begins the timed override The thermostat will
change to occupied mode and the temperature setpoints will change to the
occupied settings See Figure 3, p 16
A timer appears and will begin counting down See Figure 3, p 16
After the timer counts down, the thermostat reverts to unoccupied and the
temperature setpoints also revert to unoccupied
The timed occupancy override can be canceled by pressing the XX button on
the left side of the home screen
The 2-hour default can be changed by going to HHOOMMEE >> MMEENNUU >>
OOCCCCUUPPAANNCCYY OOVVEERRRRIIDDEE >> DDUURRAATTIIOONN LLIIMMIITT Select from 2 to 10 hours
Tap AAPPPPLLYY

BAS-SVU044A-EN 17
Temporary Adjustment of
Temperature
NNoottee:: Temperature adjustments (overrides) are only available anytime the
thermostat is occupied or anytime the schedule is disabled.
This describes how to temporarily override the temperature setpoint when in
occupied mode
Figure 4. Screen showing a temperature override
Tap to allow changing Cool to
to temperature setpoiont
Tap to allow changing Heat to
temperature setpoint
Tap to decrease the Cool to or
Heat to tempeature setpoint
Current Occupancy mode.
Occupied Shown.
Tap to increase the Cool
to or Heat to temperature
setpoint
The temperature overrides will only last until the next occupancy mode
change, or a set amount of time, depending on how the TTeemmppeerraattuurree
OOvveerrrriiddee EExxppiirraattiioonn is set up The range of changes can be limited See
“Temperature Override Expiration,” p 18

18 BAS-SVU044A-EN
Temperature Override Expiration
To configure how long a temperature set point adjustment (Temperature
override) lasts:
1 Select HHOOMMEE >> MMEENNUU >> SSCCHHEEDDUULLEE SSEETTPPOOIINNTTSS >> OOVVEERRRRIIDDEE
EEXXPPIIRRAATTIIOONN
The thermostat can be configured to either expire changed by
• Next occupancy mode change
• Next occupancy mode change or max time
Figure 5. Setpoints override expiration when set to Time

BAS-SVU044A-EN 19
Temperature Override Range Limit
To configure the limits on temperature set point adjustment (Temperature
override), use the following:
1 Select HHOOMMEE >> MMEENNUU >> SSCCHHEEDDUULLEE SSEETTPPOOIINNTTSS >> OOVVEERRRRIIDDEE
DDEEGGRREEEE LLIIMMIITT
Figure 6. Override degree limit
NNoottee:: 0 degree adjustment results in no adjustments being allowed from the
home screen.

20 BAS-SVU044A-EN
Customize Home Screen
Access Restriction
Access to change settings in the thermostat can be restricted to 4 different
levels: None, Low, Medium, or High
To set the restrictions:
1 Go to HHOOMMEE >> MMEENNUU >> SSEETTTTIINNGGSS >> SSCCRREEEENN >> AACCCCEESSSS
RREESSTTRRIICCTTIIOONNSS
2 Tap the desired restriction level, then hit AAPPPPLLYY
The restriction will take effect in about 1 minute
•NNOONNEE gives access to all features in MMEENNUU and SSEETTTTIINNGGSS screens,
allowing the user to change everything
•LLOOWW disables access to the MMEENNUU screen, but allows SSYYSSTTEEMM and
FFAANN MMOODDEE changes as well as temperature setpoint adjustment and
timed overrides
•MMEEDDIIUUMM disables access to the MMEENNUU screen and SSYYSSTTEEMM and
FFAANN modes, but allows temperature setpoint adjustment and timed
overrides
•HHIIGGHH only allows users to start a timed override when unoccupied or
change temperature setpoints on HHOOMMEE screen when occupied
IImmppoorrttaanntt:: If the thermostat is set to low, medium, or high access
restriction, you can ddiissaabbllee tthhee rreessttrriiccttiioonn bbyy pprreessssiinngg aanndd
hhoollddiinngg tthhee EENNUU bbuuttttoonn ffoorr 55 sseeccoonnddss.. The EENNUU
screen will open up allowing you to navigate to the
RREESSTTRRIICCTTIIOONNSS screen and change the restriction level.
Layout
You can add or subtract special apps from the HHoommee screen to match what
your employees need for operating the system To keep things simple for
your employees, keep the number of apps to a minimum
To add or delete apps from on the display:
1 Select HHoommee>>MMeennuu>>SSeettttiinnggss>>SSccrreeeenn>>LLaayyoouutt
2 Tap an app to Enable or Disable the app on the HHoommee screen You can
have 0, 1 or 2 apps displayed on the HHoommee screen
•OOuuttddoooorr tteemmppeerraattuurree — Current outdoor temperature and weather
conditions