Lutron Electronics PALLADIOM User manual

P/N 032498h
HomeWorks QS Palladiom
Thermostat Configuration Guide
P/N 032498h

2
P/N 032498h
Table of Contents
Description.............................................................................................................................................................................4
Step 1: Identify the HVAC Equipment and Confirm Device Installation.......................................................5
Identify the HVAC Equipment .............................................................................................................................................5
Confirm Device Installation.................................................................................................................................................5
Programming Menu Overview.......................................................................................................................................7
Step 2: Equipment Configuration Mode....................................................................................................................7
Step 3: Select the HVAC Controller .............................................................................................................................8
Step 4: Set the SMC55-HWQS Basic Parameters for System Compatibility ............................................9
(01b): System Type.............................................................................................................................................................11
(02b): Heat Stages .............................................................................................................................................................11
(03b): Run Auxiliary Heat (Aux/W2) With Other Heat Stages ..........................................................................................12
(04b): Auxiliary Heat (Aux/W2) Upstage Delay .................................................................................................................12
(05b): Cool Stages .............................................................................................................................................................13
(06b): Heat Fan Control .....................................................................................................................................................13
(07b): Changeover / Reversing Valve (O / B) Type..............................................................................................................13
(08b): Valve / Element Type ................................................................................................................................................14
(09b): Fan Type...................................................................................................................................................................14
(10b): 2-Pipe Mode.............................................................................................................................................................15
(11b): Underfloor Heating Control .....................................................................................................................................16
Saving and Exiting Basic Configuration...........................................................................................................................17
Step 5: Set the SMC55-HWQS Advanced Parameters to Modify the Functionality of the HVAC System ...18
Parameters Applicable to All types of HVAC Equipment................................................................................................22
(01A) Function Type......................................................................................................................................................22
(02A) Temperature Sensor Type ....................................................................................................................................22
(06A) Minimum Fan On Time.........................................................................................................................................22
(07A) Extended Cool Fan Time (OCFT)...........................................................................................................................22
(08A) Extended Heat Fan Time (OHFT) ..........................................................................................................................22
(11A) Cool Fan On Delay (CFOD)....................................................................................................................................22
(12A) Heat Fan On Delay (HFOD) ...................................................................................................................................22
(18A) Standalone Temperature Operation Mode .............................................................................................................22
(19A) Standalone Temperature Fan Mode.......................................................................................................................22
(30A) Cannot Reach Setpoint Timeout ...........................................................................................................................23
(31A) Cannot Reach Setpoint Action..............................................................................................................................23
Parameters Applicable to Conventional and Heat Pump Systems................................................................................23
(70A) Minimum Compressor Run Time (MCRT) ..............................................................................................................23
(71A) Minimum Compressor Off Time (MCOT)................................................................................................................23
(74A) Heat Stage 1-On Delta .........................................................................................................................................24
(75A) Heat Stage 1-Off Delta.........................................................................................................................................24
(76A) Heat Stage 2 (Y2/W2/Aux)-On Delta.......................................................................................................................24
(77A) Heat Stage 2-Off Delta.........................................................................................................................................24
(78A) Heat Stage 3 (Aux)-On Delta ................................................................................................................................24
(79A) Heat Stage 3 (Aux)-Off Delta ................................................................................................................................24
(80A) Cool Stage 1-On Delta .........................................................................................................................................24
(81A) Cool Stage 1-Off Delta.........................................................................................................................................24
(82A) Cool Stage 2-On Delta.........................................................................................................................................24
(83A) Cool Stage 2-Off Delta.........................................................................................................................................25
(84A) Compressor Cool Stage 2 Upstage Delay (CC2SUD)..............................................................................................25
(85A) Compressor Heat Stage 2 Upstage Delay (CH2SUD)..............................................................................................25
(88A) Reversing Valve Delay (RVD).................................................................................................................................25
Continued on next page...

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Parameters Applicable for Radiant Underfloor Heating System....................................................................................26
Radiant Underfloor Heating Control Summary ............................................................................................................26
Pulse Width Modulation (PWM) Temperature Control (for relay signals only)...................................................................26
0–10 V-Control (for 0–10 V-signal only).....................................................................................................................26
Duty Cycle Sample Adaptation (for both relay and 0–10 V-signals) ..............................................................................26
Parameter details...........................................................................................................................................................27
(54A) Minimum Pulse Width ..........................................................................................................................................27
(90A) Slab Maximum ....................................................................................................................................................27
(91A) Slab Minimum .....................................................................................................................................................27
(92A) Slab Setpoint ......................................................................................................................................................27
(93A) Floor 100% Differential ........................................................................................................................................27
(94A) Floor 0% Differential............................................................................................................................................27
(95A) Cycles Per Hour (CPH).........................................................................................................................................27
Parameters Applicable for 0–10 V-Fan Coil Units ........................................................................................................27
(50A) Proportional Fan Minimum ...................................................................................................................................27
(51A) Proportional Fan Low Speed ................................................................................................................................27
(52A) Proportional Fan Medium Speed ..........................................................................................................................27
(53A) Proportional Fan High Speed ...............................................................................................................................27
(54A) Minimum Valve Percent Open...............................................................................................................................27
(55A) Valve Fully Open Differential .................................................................................................................................27
(56A) Non-proportional Analog Output ..........................................................................................................................27
Parameters Applicable for 2-pipe Fan Coil Units ............................................................................................................28
(40A) Change Over to Heat for Pipe Temperature............................................................................................................28
(41A) Change Over to Cool for Pipe Temperature ............................................................................................................28
(42A) Enable Purge Function.........................................................................................................................................28
(43A) Purge Valve On-Time ...........................................................................................................................................28
(44A) Purge Valve Off-Time ...........................................................................................................................................28
Parameters Applicable to a FCU with Multi Speed Fan..................................................................................................28
05A) Fan High Differential .............................................................................................................................................28
(09A) Kick-Start Fan.....................................................................................................................................................28
Step 6: Verification ...........................................................................................................................................................29
Troubleshooting.................................................................................................................................................................30
Appendix A...........................................................................................................................................................................31
1. Heat Stage Relays .........................................................................................................................................................31
2. Cool Stage Relays .........................................................................................................................................................31
3. Control Diagrams for Turning On/ Off Different Heat and Cool Stages.....................................................................32
Appendix B: Installation Worksheet..........................................................................................................................35
Appendix C: User Interface for the Thermostat...................................................................................................39
Appendix D: Reenter Configuration Menus...........................................................................................................40
Appendix E: Determine Firmware Version (optional).........................................................................................40
Table of Contents (continued)

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Description
This programming guide provides information on how to configure the HomeWorks QS Palladiom Thermostat and
HomeWorks QS Palladiom HVAC controller (SMC55-HWQS, SMC55-RESI). All the references made to SMC55-HWQS
throughout the document will apply to SMC55-RESI as well.
The HomeWorks QS Palladiom thermostat and SMC55-HWQS are a two-piece solution offered by Lutron to control HVAC
equipment. The thermostat provides the user interface and the SMC55-HWQS sends signals to control the HVAC equipment.
The SMC55-HWQS must be configured correctly to control the HVAC equipment. The thermostat can also connect to third-party
HVAC controllers, or be used as a Companion Thermostat, which is described in later sections.
WARNING Shock Hazard - Improper configuration can cause property damage, personal injury, or death. Installation and
service must be performed by a licensed professional HVAC installer (or equivalent) or service agency.
This guide illustrates multiple steps for configuring the Palladiom thermostat and HVAC controller.
Step 1 illustrates how to identify the HVAC equipment and confirm system compatibility.
Step 2 covers the equipment configuration mode.
Step 3 explains the controller selection menu.
Step 4 details the basic parameters required to configure the SMC55-HWQS for compatibility.
Step 5 covers the details of the advanced parameters for the SMC55-HWQS which are used to modify the functionality of the
HVAC equipment. Advanced parameters are set to a default value and should only be changed if the system needs further
configuration.
After configuring both the basic and the advanced parameters, refer to Step 6 to verify the basic system functionality based
on the configuration of the SMC55-HWQS.
Appendix A includes control diagrams to explain the On/Off deltas for heating and cooling stages.
Appendix B provides a worksheet which should be kept and used by the installer during installation. Before configuring the
SMC55-HWQS, write the necessary values for the basic and advanced parameters in the allotted space.
Appendix C gives more details about the functionality of different buttons and user interface on the thermostat.

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1 Included with SMC55-HWQS version 7420 or newer, SMC55-RESI version 7302 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.
2Provided by others.
3For information about additional CoolAutomation interfaces, see www.coolautomation.com
Step 1: Identify the HVAC Equipment and Confirm Device Installation
Identify the HVAC Equipment
First, identify the type of HVAC equipment that is installed. Check the installation manual or label on the HVAC equipment.
The Palladiom Thermostat solution is compatible with most residential HVAC systems, including:
1. Conventional forced air systems using gas, electric, or oil heat as well as compressor-based, cooling-only as split systems or
packaged units.
2. Fan Coil Units (FCUs)
3. Heat-pump systems
1
4. Hydronic or electric underfloor/radiant heating systems
1
5. Specific VRF/VRV systems. See the HomeWorks QS Palladiom Thermostat specification (Lutron P/N 3691033) at
www.lutron.com for further information.
Confirm Device Installation
Confirm the Palladiom Thermostat is installed. For hardware installation and wiring details, refer to the HomeWorks QS
Thermostat Installation Guide at www.lutron.com/TechnicalDocumentLibrary/043495.pdf. If connecting a third-party HVAC
controller to the thermostat, refer to the controller’s installation guides to confirm installation of the controller. Connecting the
Palladiom thermostat to third-party controllers is explained in the following Lutron app notes:
Daikin®VRV Systems and Other VRF Systems
Requires one of these hardware options:
•HomeWorks QS Palladiom thermostat and CoolAutomationTM CoolPlug interface.
2See Application Note #660 (048660) at
www.lutron.com
• HomeWorks QS Palladiom thermostat with HomeWorks QS processor and CoolAutomationTM interface.2,3
See Application Note #650 (048650) at www.lutron.com
Mitsubishi®VRF Systems
Requires one of these hardware options:
• HomeWorks QS Palladiom thermostat and Mitsubishi®Procon A1M interface.2 See Application Note #661 (048661) at
www.lutron.com
• HomeWorks QS Palladiom thermostat with HomeWorks QS processor and CoolAutomationTM interface.2
See Application Note #650 (048650) at www.lutron.com
• HomeWorks QS Palladiom thermostat with HomeWorks QS Palladiom HVAC controller and Mitsubishi®thermostat controller
interface.2 See Application Note #585 (048585) at www.lutron.com
LG®VRF Systems
Requires one of these hardware options:
• HomeWorks QS Palladiom thermostat and LG®PDRYCB500 interface.2 See Application Note #662 (048662) at www.lutron.com
• HomeWorks QS Palladiom thermostat with HomeWorks QS processor and CoolAutomationTM interface.2
See Application Note #650 (048650) at www.lutron.com
• HomeWorks QS Palladiom thermostat with HomeWorks QS Palladiom HVAC controller and LG®thermostat controller interface.2
See Application Note #627 (048627) at www.lutron.com
Underfloor Heating Systems with Heatmiser Interface
Requires:
• HomeWorks QS Palladiom thermostat with HomeWorks QS processor and Heatmiser interface.2 See Heatmiser HVAC
Integration with HomeWorks QS document.
Continued on next page...

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Step 1: Identify the HVAC Equipment and Confirm Device Installation
(continued)
Confirm Device Installation (continued)
If connecting the Palladiom Thermostat to the SMC55-HWQS, they must be connected over the HVAC controller communication
link. Refer to Figure 1 for the wiring required to install the SMC55-HWQS with the thermostat. For hardware installation and
wiring details refer to the HomeWorks QS Thermostat Installation Guide (P/N 043495) at www.lutron.com.
43
G5
AO
#5
#6
#7
#8
#9
#10
#11
#12
43
21
HomeWorks QS
Palladiom HVAC
Controller
HomeWorks
QS Palladiom
thermostat
QS Link
Power and
communication
Gray (G) Com
Common
V+
MUX
_
Black
Black
Orange / White (connect to black common wire for additional HVAC controllers only. This connection will set
the Modbus address to 02)
Blue / Red (FCU changeover sensor or radiant floor slab sensor)
Blue (remote temperature sensor)
White (+) MUX
Black (−) _
Optional signal wires
HomeWorks QS
processor
Red (RH) Heat transformer
Gray /Red (C) Common
HVAC Controller Power (from HVAC system transformers)
24 V~ IEC / SELV / PELV / NECRClass 2
Wire harness for 0–10V-
valves and fan controls
Not used
White (heat)
Black (common)
Green (fan)
Yellow (cool)
Figure 1: SMC55-HWQS Setup for Configuration Using a Thermostat
Relay Terminals
SPST(NO) 1 A 24 V~maximum relays
Terminal Conventional Heat Pump
1Fan Coil Unit Radiant Floor 2
#5 Heat stage 1 (W1)Changeover heat
pump valve (O/B) Hot valve (HVALVE) Heat stage 1 (W1)
#6 Heating stage1
transformer (RH)
Heating
transformer(RH)
Heat valve
transformer(RH) or
Valve transformer(R)
Heat stage 1
transformer (R1)
#7 Cooling / compressor
transformer (RC)
Cooling
transformer(RC)Fan transformer (RFAN) –
#8 Compressor stage1 (Y1)Compressor
stage 1(Y1)Fan high (G3) –
#9 Compressor stage2
(Y2)
1
Compressor
stage 1(Y2)Fan medium (G2) –
#10 Fan (G) Fan (G) Fan low (G1) –
#11 Heat stage 2 (W2)
1Auxiliary heat (AUX) Cold valve (CVALVE) –
#12 Heating stage2
transformer (RH2)
1
Auxiliary heat
transformer(RAUX)
Cold valve
transformer (RC)–
1 Included with SMC55-RESI version 7302 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.
2 Included with SMC55-HWQS version 7420 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.

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Programming Menu Overview
1. Equipment configuration mode: Indicates if 1 or 2 HVAC equipment types are used and what equipment is connected.
2. HVAC controller selection mode: Indicates what type of HVAC controller is being used and sets the address for it (if needed).
3. Basic configuration mode: Configures the HVAC controller according to the type of HVAC system.
Note: Depending on the options selected, certain programming modes may be skipped. It may be necessary to enter certain
programming modes twice if there are two equipment types. The thermostat will only display menus that are relevant to the
configurations selected.
4. Advanced configuration mode (Optional)
Step 2: Equipment Configuration Mode
Included with thermostat version 3.0 or later
WARNING Shock Hazard. Improper configuration can cause property damage, personal injury, or death. Installation and
service must be performed by a licensed professional HVAC installer (or the equivalent) or service agency.
1. Enter equipment configuration mode. When a thermostat receives power, it will automatically enter equipment configuration
mode if equipment configuration has not been previously completed.
If no HVAC controller is going to be connected directly to the thermostat, skip this section. This is known as a companion thermostat
and configuration will be completed by a certified Lutron dealer via the HomeWorks QS designer software.
2. Select value for equipment configuration: Select the configuration option which describes the HVAC equipment
connected to the thermostat. Using the table below, press or to select the correct equipment configuration being used
and press and hold to save the configuration. The thermostat will then enter HVAC controller selection mode for the first zone.
Parameter
Value
Equipment
Type Description System Example
01 1There is a single piece of equipment attached
to the HVAC controller communication link.
The thermostat is connected to an SMC55-HWQS which handles both
heating and cooling of the HVAC zone.
02
2 – both heating
and cooling
equipment
connected to the
thermostat
The thermostat controls two different HVAC
equipment types. Both pieces of HVAC
equipment are connected to the HVAC
controller communication link.
The thermostat is connected to an SMC55-HWQS used for underfloor
heating of the HVAC zone. There is also a Cool Automation CoolPlug
interface connected to the same thermostat used to cool the space. Both
pieces of equipment are in the same HVAC zone and the thermostat can
be used to heat or cool the zone.
03
2 – only heating
equipment
connected to the
thermostat
The thermostat controls two different HVAC
equipment types. Only heating equipment is
physically connected to the HVAC controller
communication link.
The thermostat is connected to an SMC55-HWQS used for underfloor
heating of the HVAC zone. There is also 3rd party HVAC equipment
connected to the HomeWorks QS processor via integration, which is used
to cool the same zone. The thermostat can be used to heat or cool the
zone.
04
2 – only cooling
equipment
connected to the
thermostat
The thermostat controls two different HVAC
equipment types. Only cooling equipment is
physically connected to the HVAC controller
communication link.
The thermostat is connected to a Cool Automation CoolPlug interface to
handle cooling the HVAC zone. There is also 3
rd
party HVAC equipment
connected to the HomeWorks QS processor via integration, which is used to
heat the same zone. The thermostat can be used to heat or cool the zone.
Figure 2: Display on Thermostat in Equipment Configuration Mode
EC = Equipment configuration mode
Parameter value
Set
Hold 3 seconds to save and
exit configuration mode. Press to change parameter value
Table 1: Options for Equipment Configuration

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Step 3: Select the HVAC Controller
1
This section explains configuring the thermostat for the type of controller connected to it. Configuration is required when a new
thermostat is added.
WARNING Shock Hazard. Improper configuration can cause property damage, personal injury, or death. Installation and
service must be performed by a licensed professional HVAC installer (or the equivalent) or service agency.
1. Enter HVAC controller selection mode. The thermostat will automatically enter HVAC controller selection mode if an HVAC
controller has not previously been selected.
If no HVAC controller is going to be connected directly to the thermostat, skip this section. This is known as a companion thermostat
and configuration will be completed by a certified Lutron dealer via the HomeWorks QS Designer software.
2. Select value for parameter ID “01”: Select the HVAC controller connected to the thermostat. Using the table below, press
or to select the correct option for the HVAC controller being used and press .
Values based on HVAC controller
SMC55-RESI Mitsubishi
A1M
Cool Automation
CoolPlug
LG
PDRYCB500
Parameter ID 01:
HVAC controller option 01 02 03 04
Parameter ID 02:
Modbus address 01-02*
01-31
(set by DIP
switches
1-5)*
99*
01-08
(set by DIP
switches 1-4)*
3. Select value for parameter ID “02”: Select the Modbus address.* Using the table above, press or to select the desired
Modbus address and press .
* For information see instructions included with the controller.
4. Exit HVAC controller selection mode. When “End” is shown, press and hold until the backlight
flashes (3seconds).
Note: “E1” will show on the display if the thermostat is not able to communicate with the HVAC controller.
See the Troubleshooting section on page 30.
Note: If a new HVAC controller is connected to the thermostat, the HVAC controller selection mode will
need to be re-entered. To re-enter the controller selection menu follow the steps below.
a. Press and hold and until the backlight flashes (3 seconds).
b. For controller selection mode - Release the buttons and immediately press and hold until the backlight stops flashing and
“CO” is shown (3 seconds).
Figure 3: Display on Thermostat in HVAC Controller selection mode
CO = HVAC controller
selection mode
Parameter value
Set
Press to select current value
and proceed to next parameter.
Press to change parameter value
Press to go back to previous
step.
Parameter ID
1 Included with HomeWorks Palladiom Thermostat version 1.10 or newer.
Equipment type configuration
(if two equipment types).

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Step 4: Set the SMC55-HWQS Basic Parameters for System Compatibility
This section explains the basic configuration parameters for the SMC55-HWQS. Basic parameters are the critical parameters
which must be configured to control the HVAC equipment. The thermostat will not begin normal operation until these parameters
are configured.
WARNING Shock Hazard. Improper configuration can cause property damage, personal injury, or death. Installation and
service must be performed by a licensed professional HVAC installer (or the equivalent) or service agency.
If a thermostat is connected to an SMC55-HWQS that has not yet been configured, the thermostat will automatically enter Basic
Configuration Mode. If it is desired to enter Basic Configuration Mode manually, follow the steps below.
1. Cycle power to the thermostat. The remaining 2 steps need to be completed within 15 minutes. If not, repeat Step 1.
2. Press and hold and for 3 seconds until the button backlight is lit and the display flashes.
3. Release the buttons and immediately (with in 15 seconds) press and hold for 3 seconds until the button backlight stops
flashing.
The display on the thermostat will be as shown in Figure 4:
In Figure 4, ‘01b’ represents the basic configuration parameter for SMC55-HWQS. ‘00’ represents the value of this parameter
and ‘bA’ indicates that this is a basic parameter.
The following table describes the buttons that are used to select a value of the basic configuration parameter for configuring the
SMC55-HWQS.
Table 2: Buttons Used for Configuring Basic Configuration Parameters
Thermostat Buttons Action
Press to increase/decrease the value of the basic
configuration parameter being displayed on the thermostat.
Press to save the value and go to the next applicable basic
configuration parameter.
Press and hold to exit the ‘End’ screen
Press to go back to the previous parameter.
Continued on next page...
Set
Save current parameter value
and go to next parameter
Decrease current parameter value
Increase current parameter value
Return to previous parmeter
Figure 4: Display on Thermostat in Basic Configuration Mode
Equipment type configuration
(if two equipment types).

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Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
Verify the wiring connections between the thermostat, the SMC55-HWQS, and HVAC equipment as shown in Figure 1 before
starting to configure the SMC55-HWQS. Table 3 below lists the details of all the basic configuration parameters - applicable
systems, basic configuration parameter index, description, default value, and the range of values for each parameter. For the
HVAC system to function properly these parameters must be configured correctly.
Table 3: Basic Configuration Parameters
Applicable
Systems
Basic
Configuration
Parameter
Name Description Default Value Range
All 01b System Type
00: Conventional system
01: Heat pump
02: 2-Pipe FCU
03: 4-Pipe FCU
04: Underfloor radiant heat
05: Underfloor electric heat
00: Conventional system 00–05
Heat
Pump and
Conventional
02b Heat Stages
00: None (No Heat Stage)
01: 1 Stage (W1)
02: 2 Stage: 1 Compressor and 1 Auxiliary
03: 2 Stage: 2 Compressor, No Auxiliary
04: 3 Stage: 2 Compressor and 1 Auxiliary
01: 1 Stage (W1)00–04
03b
Run Auxiliary Heat
(Aux/W2) with
other heat stages
00: No
01: Yes
Skipped if no Aux/W2
01: Yes 00–01
04b
Auxiliary Heat
(Aux/W2) upstage
delay
00: 0 minutes
01: 1 minute
02: 2 minutes
03: 5 minutes
04: 10 minutes
05: 20 minutes
06: 30 minutes
07: 1 hour
08: 2 hours
09: 4 hours
10: 8 hours
11-24: 11-24 h o u r s
Skipped if no Aux/W2
05: 20 minutes 00 –24
05b Cool Stages
00: None (no cool stage)
01: 1 Cool stage (Y1)
02: 2 Cool stages (Y1, Y2)
01: 1 Cool stage (Y1) 00–02
Conventional 06b Heat Fan Control 00: Equipment controls fan
01: Thermostat controls fan 01: Thermostat controls fan
00–01
Heat Pump 07b
Changeover /
Reversing Valve
(O/B)
00: On for cooling (O)
01: On for heating (B) 00: On for cooling (O)
Fan Coil Units
and Radiant
Floor
08b Valve / Element
Type
00: Relay
01: 0–10 V-
02: Floating point (Fan coil units only)
00: Relay 00–01
Fan Coil Units
09b Fan Type 00: Relay (G1, G2, G3)
01: 0–10 V-00: Relay (G1, G2, G3) 00–01
10b 2-pipe Mode
01: Heat only
02: Cool only
03: Changeover
03: Changeover 01–03
Radiant Floor 11b Floor Control Type
01: Indoor air only
02: Indoor air and floor limiting
03: Floor temperature only
01: Indoor air only 01–03
Continued on next page...

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Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
The different basic configuration parameters and the values available for each of these parameters are listed below:
(01b): System Type
Use this parameter to select the HVAC system type. Refer to the HVAC equipment manual or label to identify the type of HVAC
equipment. The different options available for this parameter are listed in the table below:
Table 4: Values for Different Types of HVAC Equipment
Available Options Default Value
00: Conventional
01: Heat pump
02: 2-pipe FCU
03: 4-pipe FCU
04: Hydronic underfloor heating
05: Electric underfloor heating
00: Conventional
(02b): Heat Stages
Applicable systems: Conventional and Heat Pump.
Use this parameter to set the number of supported heat stages. This parameter will be skipped if you select an option anything
other than ‘00: Conventional’ or ‘01: Heat Pump’ for the previous parameter (01b). Refer to the HVAC equipment installation
manual or label for the number of supported heat stages. The different options available for this parameter are listed in the table
below:
Table 5: Values for Different Heat Stages Based on System Type
System type (01b) Values for heat Stages (02b) Default Value
00: Conventional
00: No heat stage
01: 1 heat stage (W1)
02: 1 primary source and 1 auxiliary source (W2)
01: 1 heat stage (W1)
01: Heat pump
00: No heat stage
01: 1 stage (W1)
02: 2 stage (1 compressor and 1 auxiliary)
03: 2 stage (2 compressors and no auxiliary)
04: 3 stage (2 compressors and 1 auxiliary
02: 2 stage (1 compressor
and 1 auxiliary)
Continued on next page...

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Continued on next page...
Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
(03b): Run Auxiliary Heat (Aux/W2) With Other Heat Stages
1
Applicable Systems: Conventional and Heat Pump only if auxiliary heat stage is supported by the system.
Use this parameter to select whether or not the auxiliary heating stage can be allowed to run along with the other heat stages.
This parameter will be skipped if you select an option anything other than ‘02: 2 stages’ (1 Compressor and
1 Auxiliary/1 Primary source and 1 Auxiliary source [W2]) or ‘04: 3 stage’ (2 Compressor and 1 Auxiliary) for the previous
parameter (02b).
Note for Heat Pump: If auxiliary heat stage runs on gas/oil then it is recommended to choose a value 00: Do not run auxiliary
with other heat stages. Refer to the HVAC equipment manual to determine which value to select.
The different options available for this parameter are listed in the table below:
Table 6: Values for Running Auxiliary Heat With Other Heat Stages
Run Aux/W2With Other Heat Stages (03b) Default Value of 03b
00: do not run auxiliary with other heat stages
01: Run auxiliary with other heat stages
01: Run auxiliary with other heat
stages
(04b): Auxiliary Heat (Aux/W2) Upstage Delay
1
Applicable systems: Conventional and Heat Pump only if an auxiliary heat stage is supported.
Use this parameter to select the delay between starting the first heat stage and starting the auxiliary heating stage. This
parameter will be skipped if you select a system without auxiliary heat
The different options available for this parameter are listed in the table below:
Table 7: Values for Upstage Auxiliary Delay
Auxiliary Heat (Aux/W2)
Upstage Delay (04b)
Default Value
of 04b
00: 0 minutes
01: 1 minute
02: 2 minutes
03: 5 minutes
04: 10 minutes
05: 20 minutes
06: 30 minutes
07: 1 hour
08: 2 hours
09: 4 hours
10: 8 hours
11-24: 11-24 h o u r s
05: 20 minutes
1 Included with SMC55-HWQS version 7420 or newer, SMC55-RESI version 7302 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.

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P/N 032498h
Continued on next page...
Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
(05b): Cool Stages
Applicable Systems: Conventional and Heat Pump.
Use this parameter to select the number of cool stages. This parameter will be skipped in the menu if you select any option other
than ‘00: Conventional’ or ‘01: Heat Pump’ for the previous parameter (01b). Refer to your HVAC equipment installation manual or
label for the number of supported cool stages. The different options available for this parameter are listed in the table below:
Table 8: Values for Cooling Stages
Values for Cooling
Stages in 05b
Default Value
00: None
01: 1 stage
02: 2 stage
01: 1 stage
Refer to Table 21 in Appendix A for the details about the different relays that get energized in the different cool stages for Heat
Pump and Conventional systems.
(06b): Heat Fan Control
Applicable System: Conventional systems with at least one heat stage.
Use this parameter to specify if the SMC55-HWQS should turn on the fan when turning on the heat. For some HVAC system
types, a control signal for the fan is not needed from the SMC55-HWQS because the equipment automatically turns the fan
on when there is a call for heat. In such cases ensure that AUTO is enabled in the available Fan Modes in the HomeWorks QS
designer software.
This parameter will be skipped and will default to have the fan turn on with the heating if you select a system type that is not
conventional or has no heating stages. Refer to your HVAC equipment manual and HVAC equipment label to identify the type of
conventional system. The different options available for this parameter are listed in the table below:
Table 9: Values for Heat Fan Type
Values for 07b Default Value
00: Equipment controls the fan relay
01: Thermostat controls the fan relay 01: Thermostat controls the fan relay
(07b): Changeover/Reversing Valve (O/B) Type1
Applicable System: Heat Pump.
Use this parameter to select the type of reversing valve: energize for heating or energize for cooling. This parameter will be
skipped in the menu if you select any option other than ‘01: Heat Pump’ for the previous parameter (01b). Refer to your HVAC
equipment manual to identify the type of reversing valve (O/B). The different options available for this parameter are listed in the
table below:
Table 10: Values for Different Types of Reversing Valves
Changeover/Reversing Valve
(O/B) Type (07b)
Default Value
00: Energize for cooling (O)
01: Energize for heating (B) 00: Energize for cooling (O)
1 Included with SMC55-HWQS version 7420 or newer, SMC55-RESI version 7302 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.

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Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
(08b): Valve / Element Type
Applicable Systems: Fan Coil Units and Radiant Underfloor heating.
Use this parameter to select the type of valve control for heating and cooling. The heating and cooling valves can either have a
relay control (two position On /Off) or a proportional control (0–10 V-). This parameter will be skipped in the menu if you select
any option other than ‘02: 2-pipe FCU’, ‘03: 4-pipe FCU’ or ‘04: Radiant Underfloor Heating’ for the previous parameter (01b).
Refer to your HVAC equipment manual to identify the type of valve control supported by your HVAC equipment. The different
options available for this parameter are listed in the table below:
Table 11: Values for Type of Valve Control
Valve / Element Type (08b) Default Value
00: Relay
01: 0–10 V-
02: Floating point (FCUs only)
1
00: Relay
(09b): Fan Type
Applicable System: Fan Coil Units.
Use this parameter to select the type of control for fan. The fan can have either a relay control (3-speed fan control) or a
proportional control (0–10 V-).
Note: Some of the Fan Coil Units can have a two-pole contact closure with a 2-speed fan (medium and high) or a single speed
fan (low). Refer to the wiring diagram in thermostat installation guide to install the SMC55-HWQS with Fan Coil Units with a
2-speed or single-speed fan.
This parameter will be skipped in the menu if you select any option other than ‘02: 2-pipe FCU’ or ‘03: 4-pipe FCU’ for the
previous parameter (01b). Refer to HVAC equipment manual to identify the type of fan control supported by your HVAC
equipment. The different options available for this parameter are listed in the table below:
Table 12: Values for Type of Fan Control
Fan Type (09b) Default Value
00: Relay 3-speed fan
01: 0–10 V-continuous speed 00: Relay 3-speed fan
Continued on next page...
1For floating point control, see Application Note #630. Basic Configuration set for the valve type is overridden when selecting Floating Point.

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P/N 032498h
Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
(10b): 2-Pipe Mode
Applicable System: 2-pipe Fan Coil Units.
Use this parameter to select the type of 2-pipe mode. Heat only mode is used only for heating, Cool only mode is used only
for cooling. Changeover mode is used to either heat or cool depending on the temperature of the water in the pipes. In the
changeover mode, a changeover sensor must be connected to the SMC55-HWQS. Refer to the Thermostat installation guide to
install the changeover sensor.
When the water temperature is above the value selected for the advanced parameter ‘ChangeOverToHeatTemperature’,
the SMC55-HWQS switches to the heating mode. It stays in the heating mode until the water temperature falls below the
value selected for the advanced parameter ‘ChangeOverToCoolTemperature’. When the water temperature is below the
value selected for the advanced parameter ‘ChangeOverToCoolTemperature’, the SMC55-HWQS changes over to cooling
mode. It stays in the cooling mode until the water temperature rises above the value selected for the advanced parameter
‘ChangeOverToHeatTemperature’.
If the water temperature is between the two changeover points immediately after power up, the operating mode starts in the
previous mode as per the value in the advanced parameter ‘2PipePreviousOperatingMode’. The water temperature is measured
at 30 second intervals and the operating mode is updated accordingly.
This parameter will be skipped in the menu if you select any option other than 02: 2-Pipe for the previous parameter (01b). Refer
to HVAC equipment manual to identify the type of 2-pipe FCU. The different options available for this parameter are listed in the
table below:
Table 13: Values for 2-pipe Mode
2-Pipe Mode (10b) Default Value
01: Heat only
02: Cool only
03: Changeover
03: Changeover
Continued on next page...

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Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
(11b): Underfloor Heating Control1
Applicable Systems: Radiant Underfloor heating.
Use this parameter to select the type of control for radiant underfloor heating systems. Radiant underfloor heating systems can
be controlled in three ways:
1. Based on indoor air temperature – This type of control is used to control the temperature depending on the room air
temperature.
2. Based on floor temperature sensor – This type of control is used to control the temperature depending on the temperature
measured by the floor temperature sensor.
3. Based on indoor air and floor limiting – This control type is similar to option ‘01: Indoor air temperature’. The air temperature is
controlled with the added feature to always maintain the temperature of the floor between the Slab Minimum and Slab Maximum
temperatures. This parameter will be skipped if you select any option other than ‘04: Radiant Underfloor Heating’ for the previous
parameter (01b). The different options available for this parameter are listed in the table below:
Table 14: Values for Underfloor Control
Underfloor Heating Control (11b) Default Value
01: Indoor air temperature
02: Indoor air and floor limiting
03: Floor temperature sensor only
01: Indoor air
temperature
Note: Refer to the installation manual of the underfloor heating equipment to install the floor sensor if the control type selected is
‘02: Indoor Air and Floor Limiting’ or ‘03: Floor Temperature Sensor’ only.
Continued on next page...
1 Included with SMC55-HWQS version 7420 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.

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P/N 032498h
Step 4: Set the SMC55-HWQS Basic Parameters for System
Compatibility (continued)
Saving and Exiting Basic Configuration
Once the values for all the applicable basic configuration parameters are entered, the following will be displayed on the
thermostat.
The display in Figure 5 indicates that all the parameters specific to the HVAC system type are selected. At this stage, it is
recommended to verify the values selected for each parameter. To verify the values selected for each parameter press the
button. Keep pressing the button until the values of all the parameters is verified. Once all the values are verified, press the
button till you enter the ‘End’ screen.
When in the ‘End’ screen, press and hold the button until the button backlights flash and the display shows the current
room temperature (3 seconds) or the HVAC controller selection mode for the second zone (depending on the equipment
configuration). This is the normal operating mode and the thermostat and the SMC55-HWQS will start controlling the HVAC
equipment. Refer to Figure 6 for an example of the display in normal operating mode.
Press and hold to save all
parameters to SMC55-HWQS
and exit to normal operation
Return to previous parameter
Figure 5: End Screen for Basic Configuration Parmeters
Auto
AUTO
Set
On
Set
Figure 6: Normal Operating Mode of the Thermostat

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P/N 032498h
Continued on next page...
Step 5: Set the SMC55-HWQS Advanced Parameters to Modify the
Functionality of the HVAC System
Use the Advanced Configuration Mode if any advanced configuration parameters must change from their default value.
To change / modify the advanced parameters, follow the steps below.
1. Press and hold and for 3 seconds until the buttons backlight and the display flashes.
2. Release the buttons and immediately (with in 15 seconds) press and hold for 3 seconds until the button backlights stop
flashing. Advanced configuration parameter ‘01A’ will be shown.
The display on the thermostat will be as shown in Figure 7.
In Figure 7, 01A represents the advanced configuration parameter for SMC55-HWQS. ‘00’ represents the value of this parameter
and ‘Ad’ indicates that this is an advanced configuration parameter. The following table describes the buttons that are used to
select a value for the advanced configuration parameter to configure the SMC55-HWQS.
Table 15: Buttons Used to Select Advanced Configuration Parameters
Thermostat Buttons Action
Press to select the advanced parameter or the value of the advanced
configuration parameter. Either the advanced parameter or value of the
advanced parameter will flash on pressing the button.
Press and hold to exit the Advanced Configuration Mode.
Press to increase / decrease the advanced parameter or value of the
advanced parameter, whichever is flashing in the menu.
Press to go back to previous parameter.
Set
Tap to save parameter value
Hold to save all settings and
exit mode
Decrease current parameter value
Increase current parameter value
Returns to selecting the
parameters without saving
the current value
Flashes while editing the value
of the selected parameter
Flashes while selecting the
parameter ID to edit
Figure 7: Advanced Configuration Mode

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Step 5: Set the SMC55-HWQS Advanced Parameters to Modify the
Functionality of the HVAC System (continued)
Table 16 lists out the details of all the advanced configuration parameters. Some of the advanced parameters are applicable to
all types of HVAC equipment while some are applicable to a specific type of HVAC equipment. The table below also categorizes
these parameters based on the type of applicable systems.
Table 16: Advanced Configuration Parameters for the SMC55-HWQS
Applicable
Systems
Advanced
Configuration
Parameter
Name Description Default Value Range
All
01A Function Type
0: Operate with thermostat
1: Standalone
2: Not Configured
2: Not Configured
(sets itself to 0
automatically when
connected to a
thermostat and basic
configuration is entered)
0 – 2
02A Temperature
Sensor Type
0: Flush mounted sensor connected to
HVAC controller
1: Thermostat sensor
1: Thermostat sensor 0 – 1
03A Deadband Inactive range above and below the Setpoint 1 °F 0.1 °F – 10 °F
All
(except
for radiant
underfloor
heat)
06A Minimum Fan
On Time Minimum time fan is on in auto mode (minutes) 2 minutes 0 – 99
07A Overrun Cool
Fan Time Minutes the fan runs after cooling relay opens 0 minutes 0 – 99.9 (minutes)
08A Overrun Heat Fan
Time Minutes the fan runs after heating relay opens 0.1 minutes 0 – 99.9 (minutes)
11A Cool Fan on Delay
Time to delay start of fan after cooling starts.
Only used with Fan Auto Speed when fan was
last off.
0 seconds 0 – 99
12A Heat Fan on Delay
Time to delay start of fan after heating starts.
Only used with Fan Auto Speed when fan was
last off.
0 seconds 0 – 99
All
18A
Standalone
Temperature
Operation Mode
0: Off
1: Heat Only
2: Cool Only
3: Auto
3: Auto 0 – 3
19A
Standalone Fan
Mode
(not applicable to
radiant floors)
0: Off
1: Low
2: Medium
3: High
4: Auto
5: Single Speed On
4: Auto 0 – 5
20A
Remote Sensor
Temperature
Offset
Temperature offset for remote temperature
sensor. This allows for compensation based
on the installation location of the probe.
0° F -5.0 – +5.0
26A Cannot Reach
Setpoint Timeout
Cannot reach setpoint alarm time threshold
(minutes) 30 minutes 0.5 – 99.5
27A Cannot Reach
Setpoint Action
0: Alarm and keep trying
1: Alarm and enter failsafe 0: Alarm and keep trying 0 – 1
FCUs with
multi-speed
fan
05A Fan High
Differential
Auto fan mode temperature difference in
degrees to switch from medium to high fan
speed
1.5 °F 0.1 – 10.0
09A
Kick-Start Fan
(multi-speed
fan only)
0: Off
1: Set fan high for 1 second when turning on 0: Off 0 – 1
Continued on next page...

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P/N 032498h
Continued on next page...
Step 5: Set the SMC55-HWQS Advanced Parameters to Modify the
Functionality of the HVAC System (continued)
Table 16: Advanced Configuration Parameters for the SMC55-HWQS (continued)
Applicable
Systems
Advanced
Configuration
Parameter
Name Description Default Value Range
2-pipe FCU
40A
Pipe Temperature
for Changeover to
Heat Mode
Pipe temperature that designates heating
mode when using a 2-pipe system with a
changeover sensor on the pipe.
82 °F 75 – 99
41A
Pipe Temperature
for Changeover to
Cool Mode
Pipe temperature that designates heating
mode when using a 2-pipe system with a
changeover sensor on the pipe.
60 °F 32 – 70
42A Enable Purge
Function
Turns the valve on if left dormant to refresh
pipe temperature; 0: Disabled; 1: Enabled 1: Enabled 0 – 1
43A Purge Valve
On-Time
Number of minutes to leave the valve on during
a purge. 0: Disabled 2 minutes 0 – 60
44A Purge Valve
Of f-Time
Hours to leave the valve off between purges
0: Disabled 2 hours 0.5 – 99.5 (hours)
0–10 V-FCU
50A Proportional Fan
Minimum
The lowest percent output to apply for fan
speed. This determines the low end-point of
the fan being on. If at any time the fan output is
0% (Off), the valves will also close at 0%.
10% 0 – 100
51A Proportional Fan
Low Speed
The % output to apply when the manual fan-
speed is set to Medium. 20% 0 – 100
52A Proportional Fan
Medium Speed
The % output to apply when the manual fan-
speed is set to Medium. 60% 0 – 100
53A Proportional Fan
High Speed
The % output to apply when the manual fan-
speed is set to High. 100% 0 – 100
54A Minimum Valve
Percent Open
The lowest % output to apply for valve
opening. This determines the low end-point of
the straight-line curve for valve opening.
10% 0 – 100
55A Valve Fully Open
Differential
The temperature offset from deadband at
which the valve is fully open (100% opening). 1 °F .1 – 10.0
56A Non-proportional
Analog output
Enable 0–10 V-outputs for non-proportional
fan and valves. True (1) 0: disabled 1: enabled
Floating Point
Valves
60A Enable Floating
Point
0: Disabled, 1: Enabled (overrides basic valve
configuration) 0: Disabled 0 – 1
61A Actuator Running
Time
Actuator Running Time for Floating Point
control. 150 seconds 1 – 999
Heat
Pump
1 and
Conventional
70A
Minimum
Compressor Run
Time (MCRT)
Minimum run time for compressor. 0 minutes 0 – 99 minutes
71A
Minimum
Compressor Off
Time (MCOT)
Minimum off time for compressor. 5 minutes 0 – 99 minutes
72A Heat stage 1 delay
(WOD)
Minimum off time for W1 (conventional heat
stage 1) 3 minutes 0 – 99 minutes
74A Heat Stage 1
(Y1/W1) On °F below setpoint to turn stage on. 1 °F
1 °F – 10 °F
75A Heat Stage 1
(Y1/ W1) Off °F above setpoint to turn stage off. 1 °F
1 °F – 10 °F
Heat Pump
1
76A Heat Compressor
Stage 2 (Y2) On °F below setpoint to turn stage on. 2 °F
1 °F – 10 °F
77A Heat Compressor
Stage 2 (Y2) Off °F above setpoint to turn stage off. 0 °F
1 °F – 10 °F
1 Included with SMC55-HWQS version 7420 or newer, SMC55-RESI version 7302 or newer and HomeWorks Palladiom Thermostat version 1.10 or newer.