TCS Basys Controls SZ1041A User manual

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1
SZ1041A
Make Up Air Unit Thermostat
Product Manual
Description
The SZ1041A is a microprocessor-based programmable
thermostat designed to control air handling units and
make up air units with modulating economizers and/or
modulating heating or cooling. The SZ1041A has a 365-
day time clock.
Features
• Stand-alone or network operation
• Outdoor air sensor input with heating & cooling lockout
• Adjustable delay on power-up and start-up for
soft starts
• P+I control option on digital stages
• Smart Recovery
• No battery backup required
• Built-in HVAC equipment protection
• 32 character LCD display
• Six status LEDs for monitoring
• Remote room sensing capability
• User setpoint adjustment limits
• Local and remote override capability
• System and fan switching with access lockouts
• Equipment monitoring inputs and indication
• External time clock input
• Access to programming or schedule may be locked
out or limited with the use of an access code
• Fahrenheit or Celsius temperature display
Contents
Description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Features ....................................1
Mounting ...................................1
Wiring ......................................2
Setup ......................................3
Programming ................................4
Setting Clock & Schedule.......................8
Operation...................................9
Checkout & Troubleshooting ....................12
LED Description ..............................14
Limiting Occupant Access . . . . . . . . . . . . . . . . . . . . . . 15
User’s Guide.................................15
Mounting
The SZ1041A is designed for wall mounting using
two #6 sheet metal screws, either over a horizontally
installed 2" x 4" junction box, or directly to block or dry-
wall.
For best results, the thermostat should be mounted on
an interior wall which reflects normal room environment,
at a height of approximately five feet from the floor.
Avoid areas exposed to direct sunlight, unusual heat
or cool sources, open doors and windows, unventilated
locations and hot or cold air from diffusers.
If using a remote room sensor, it should be mounted in
the manner described above. The thermostat may then
be mounted in an area which is accessible for adjusting
its settings.
Caution: Remove power from thermostat prior to
mounting.
Communicating Thermostats

A B
1
+
-
6
7
1F o r c o m m u n ic atio n w ir in g, u se tw is te d , s h ie ld e d 1 8 A W G .
M ust be ru n s e p arate ly.
2D ry m om enta ry c on tc t. M us t n ot be p ow e re d.
32 4 V A C tra n s fo rm e r. S e e p ow e r in g in s tr uc ti on s .
4
5S e n so r in p u t w ir in g 1 8 A W G , tw is te d , s h ie ld e d p a ir.
D ry c o nta c t. M u s t n o t b e p o w ere d .
64 to 2 0 m A o u tp u t 6 00 o hm m a x. D o n ot p ow e r a ctu a to r w ith p ow e r
fro m th e th e rm osta t. Th e th e rm osta ts a re half-w a ve rectifie d , where b y
the po w er gro u nd is c o m m o n with th e s ig n al g roun d.
3
4 4
4
5 5 5
Remote
Zone/Return
Air Temp
Discharge
Air Temp
Outside
Air Temp
2
U p to n om in al 28 V AC fro m eq uip m ent tra nsform e r.
R E F
Heat, Cool, or
Economizer
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Wiring
The SZ1041A uses standard terminal designations for
wiring. See diagram below.
REMOTE TEMPERATURE SENSOR WIRING
Use 18 AWG shielded twisted-pair grounded at the sen-
sor mounting location. Sensor wiring runs of up to 250
feet are attainable if properly shielded wire is used and
the installation environment is free of electrical noise.
Sensor wire should be kept at least five feet away from
line voltage wiring.
The SZ1041A accepts three 2-wire remote temperature
sensors. Consult the TS Series Temperature Sensor
Submittal Data sheet for a complete listing of packaging
and application styles. When using TCS Basys Controls
three-wire sensors, use the black and red leads and
either clip or twist off the white lead. Make sure that the
dip switches are set for the sensors you are using.
POWERING THE SZ1041A
Superstats are powered from 24 VAC +/- 20%.
If wiring for communications, dedicated power must be
used to power the Superstat. Several “S” Series ther-
mostats may be powered from the same transformer,
provided that the transformer has sufficient power.
(Superstats require 8 VA @ 24 VAC.)
Caution: Do not connect to 120 VAC. When
multiple TCS Basys Controls devices are using
a single transformer, the polarity of the power
wiring must be maintained because all TCS
devices are half-wave rectified and have com-
mon return paths.
When the Superstat is used as a stand-alone thermostat
without communications, the unit transformer may be
used to power it. To do this, install a jumper between
the “R” and “+24” terminals. The “24-” terminal must
then be connected to the common side of the unit trans-
Wiring for the SZ1041 A
**Add 500 Ω resistor
(included in bag) to
convert 0/4 to 20mA
to, 0/2 to 10 VDC.
Y1 or W1 = Heat
Y2 or W2 = Cool
NOTE: Comm wires
only needed with
SZ line. Do not use
with wireless line.
NOTE: The unit
transformer
may be used
to power any
wireless line
product.

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Setup
Note: If using remote sensor(s), the calibra-
tion may need to be adjusted. See “Checkout and
Troubleshooting” section.
TEMPERATURE SENSOR SELECTION
The dipswitches in the cover (shown above) must be
set when using remote room, discharge, and/or outdoor
sensors.
Use the following guide to determine the dipswitch set-
tings for your application.
Using built-in room sensor only.
(This is the default setting.)
Using built-in room sensor with
discharge air sensor only.
Using built-in room sensor with
outdoor air sensor only.
Using built-in room sensor with
both discharge and outdoor air
sensors.
Using remote room sensor only.
Using remote room sensor with
discharge air sensor only.
Using remote room sensor with
outdoor air sensor only.
Using remote room sensor with
both discharge and outdoor air
sensors.
KEYPAD ACCESS
The dipswitches in the cover (shown above connected
with ribbon cable) must be set in order to lock the user
out of programming and/or to set the clock and sched-
ule. Use the guide below to set these dipswitches for
your application. User access may also be limited with
an access code set in programming. (The fan and sys-
tem switches are enabled or disabled in programming
only, and require no dipswitch placement.)
Keypad access to both program-
ming and clock setup. (This is the
default setting.)
No keypad access to programming
or clock setup.
Keypad access to programming
only.
Keypad access to clock setup only.
Once the dipswitches have been set and you have con-
firmed that the sensors are reading correctly (and pro-
gram and clock setup are finished, if locking out access
with dipswitches), secure the cover to the base with the
two set screws located at the top right and the left side
to prevent tampering.
1 2 3 4 5
1 2 3 4 5
REF A B

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Programming
The SZ1041A may be programmed through the keypad
on the face, or with a PC.
If programming with a PC, the following must be set
through the face prior to programming:
• Address (step #2)
• Baud rate (step #3)
• Temperature scale (step #4)
For more information on programming through the PC,
consult your TCS software manual.
PROGRAMMING THROUGH THE KEYPAD
To access the programming screens, press the program
setup button. To make changes, use the warmer and
cooler keys. Access may be locked out with dipswitches,
or an access code may be required.
fan
Occupied
Heating
Cooling
Fan
Service
Program/
COOLER
WARMER
Data
switch
system
switch
program
setup
clock
setup
override
service
status
Main Monitoring Screen. Press the program
setup button to access the following screens.
Access Code Entry Screen. Will appear if
access code is required for programming.
Use 248 as the default. If the wrong code is
entered, it will revert to the previous screen.
Controller Address Screen. If using a PC to
access the thermostat, set a unique address
from 0 to 255, excluding 248.
Communication Baud Rate Screen. If using
a PC to access the thermostat, all
controllers on a network must be set to the
same baud rate. Choose between 2.4K,
4.8K, 9.6K and 19.2K.
Display Type Screen. Choose between
FAHRENHEIT and CELSIUS for tempera-
ture indication.
System Access Screen. Choose whether
or not to enable user’s access to the sys-
tem switch to set the system mode.
System Mode Screen. Choose from
AUTO, HEAT, COOL, or OFF for system
mode. In the OFF mode, all outputs are
off.
Fan Access Screen. Choose whether or
not to enable the user’s access to the fan
switch to set the occupied fan mode.
Occupied Fan Mode Screen. Choose
between ON (continuous), COOL (gas heat
or no heat), or AUTO for your fan run times
during the occupied modes.
Unoccupied Fan Mode Screen. Choose
between ON (continuous), COOL (gas heat
or no heat), or AUTO for your fan run times
during the unoccupied mode.
Occupied Heat Setpoint A Screen.
Set the occupied heat setpoint A.
Occupied Heat Setpoint B Screen.
Set the occupied heat setpoint B.
Occupied Heat Setpoint C Screen.
Set the occupied heat setpoint C.
Occupied Heat Setpoint D Screen.
Set the occupied heat setpoint D.
Unoccupied Heat Setpoint Screen. Set
the unoccupied heat setpoint.
SET ADDRESS:
000
program
setup
program
setup
2.
ENTER ACCESS
CODE 000
program
setup
1.
MON 08-08-08
12:00 AM 72F
SET BAUD RATE:
9.6K
program
setup
3.
program
setup
TEMP SHOWN IN:
FAHRENHEIT
4.
program
setup
USER ACCESS TO
SYSTEM MODE? YES
5.
program
setup
OCCUPIED HEAT
SETPOINT B: 70F
11.
program
setup
OCCUPIED HEAT
SETPOINT A: 70F
10.
program
setup
SET UNOCCUPIED
FAN MODE? AUTO
9.
program
setup
SET OCCUPIED FAN
MODE: AUTO
8.
program
setup
USER ACCESS TO
FAN MODE? YES
7.
program
setup
OCCUPIED HEAT
SETPOINT C: 70F
12.
program
setup
SET SYSTEM
MODE: AUTO
6.
program
setup
OCCUPIED HEAT
SETPOINT D: 70F
13.
program
setup
UNOCCUPIED HEAT
SETPOINT: 60F
14.

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Occupied Cool Setpoint A Screen.
Set the occupied cool setpoint A.
Occupied Cool Setpoint B Screen.
Set the occupied cool setpoint B.
Occupied Cool Setpoint C Screen.
Set the occupied cool setpoint C.
Occupied Cool Setpoint D Screen.
Set the occupied cool setpoint D.
Unoccupied Cool Setpoint Screen.
Set the unoccupied cool setpoint.
User Setpoint Limit Screen. Enter the
number of degrees you want the user to
be allowed to change the preset occu-
pied setpoints up or down.
Override Time Screen. Enter the num-
ber of minutes (0 to 255) that the ther-
mostat will maintain occupied setpoints
when overridden.
Second Stage Heat Screen. Indicate
whether the thermostat will control a
second stage of HEAT or use w2 as a
time clock (TCLCK)output.
Second Stage Heat Screen. Choose
whether the thermostat will control a
second stage of heating. (Select NO if
not using a second stage of heating.)
Second Stage Cool Screen. Choose
whether the thermostat will control a
second stage of cooling. (Select NO if
not using a second stage of cooling.)
Heat Stage 1 Offset Screen. Enter an
offset value for heat stage 1. First stage
is normally 0 offset.
Heat Stage 1 Differential Screen.
Enter a differential value for heat stage
1.
program
setup
OCCUPIED COOL
SETPOINT B: 75F
16.
program
setup
OCCUPIED COOL
SETPOINT A: 75F
15.
program
setup
OCCUPIED COOL
SETPOINT C: 75F
17.
program
setup
OCCUPIED COOL
SETPOINT D: 75F
18.
program
setup
SET OVERRIDE
TIME: 180 MINUTES
21.
program
setup
UNOCCUPIED COOL
SETPOINT: 80F
19
program
setup
LIMIT SETPOINT
ADJUST +/-: 05F
20.
program
setup
STAGE 2 HEAT
USED FOR HEAT
22.
program
setup
ENABLE SECOND
STAGE COOL? YES
24.
program
setup
HEAT STAGE 1
DIFF: 01F
26.
program
setup
HEAT STAGE 1
OFFSET: 00F
25.
Heat Stage 2 Offset Screen. Enter an
offset value for heat stage 2. This screen
only appears if heat stage 2 is enabled
as heat.
Heat Stage 2 Differential Screen. Enter
a differential value for heat stage 2. This
screen only appears if heat stage 2 is
enabled.
Cool Stage 1 Offset Screen. Enter an
offset value for cool stage 1. First stage
is normally 0 offset.
Cool Stage 1 Differential Screen. Enter
a differential value for cool stage 1.
Cool Stage 2 Offset Screen. Enter an
offset value for cool stage 2. This screen
only appears if cool stage 2 is enabled.
Cool Stage 2 Differential Screen. Enter
a differential value for cool stage 2. This
screen only appears if cool stage 2 is
enabled.
Cool Stage 3 Offset Screen. Enter an
offset value for cool stage 3. This screen
only appears if cool stage 3 is enabled.
Cool Stage 3 Differential Screen. Enter
a differential value for cool stage 3. This
screen only appears if cool stage 3 is
enabled.
Control Mode Screen. Enter whether
you want to control by temperature
only (P) or add a time factor (P+I). This
applies to the stage outputs only.
Time Clock Output Screen. Choose
whether the auxiliary output will be
OPEN during occupied periods (and
closed during unoccupied periods) or
CLOSED during occupied periods (and
open during unoccupied periods).
Outdoor Air Sensor Function Screen.
Choose whether or not you are using an
outdoor air sensor function. To monitor
only, select NO. See setup instructions
for dipswitch settings which must also
be set.
Cooling Lockout Screen. Enter an
outdoor air cooling lockout temperature.
This screen will not appear if the outdoor
air sensor function is disabled.
program
setup
COOL STAGE 1
DIFF: 01F
30.
program
setup
COOL STAGE 2
OFFSET: 01F
31.
program
setup
COOL STAGE 1
OFFSET: 00F
29.
program
setup
HEAT STAGE 2
DIFF: 01F
28.
program
setup
SET CONTROL
MODE: P
35
program
setup
COOL STAGE 2
DIFF: 01F
32.
program
setup
ENABLE OUTDOOR
AIR FUNCT.? YES
37.
program
setup
COOLING LOCKOUT
TEMP: 065F
38.
program
setup
ENABLE SECOND
STAGE HEAT? YES
23.
HEAT STAGE 2
OFFSET: 01F
27.
program
setup
program
setup
TIME CLOCK
OCCUPIED: OPEN
36.
program
setup
COOL STAGE 3
OFFSET: 01F
33.
program
setup
COOL STAGE 3
DIFF: 01F
34.

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AO1 MODE AS:
HEAT
41.
program
setup
program
setup
DSCHARGE AIR
PROP BAND: 010F
45.
program
setup
OUTDOOR DAMPER
MIN POSITION: 10%
46.
program
setup
DSCHARGE AIR
LOW LIMIT 040F
44.
program
setup
DSCHARGE AIR
SETPOINT: 055F
43.
program
setup
OUTDOOR AIR ECON
SETPOINT: 068F
42.
program
setup
AO1 OUTPUT
RANGE: 4-20 MA
47.
Heating Lockout Screen. Enter an outdoor
air heating lockout temperature. This screen
will not appear if the outdoor air sensor functi-
ion is disabled.
Discharge Air Sensor Function Screen.
Choose whether or not you are using a dis-
charge air sensor function. To monitor only,
select NO. See setup instructions for dip-
switch settings which must also be set.
AO1 Mode Selection Screen:
Choose if AO1 is HEAT, COOL or ECON.
Outdoor Air Economizer Setpoint Screen.
Set the outdoor air setpoint. This screen will
not appear if the discharge air sensor function
is disabled.
Discharge Air Setpoint Screen. Set the
discharge air setpoint. This screen will not
appear if the discharge air sensor function is
disabled.
Discharge Air Low Limit Screen. Enter a
discharge air low limit value. This screen will
not appear if the discharge air sensor function
is disabled.
Discharge Air Proportional Band Screen.
Set the discharge air proportional band or
throttling range. This screen will not appear if
the discharge air sensor function is disabled.
Outdoor Damper Min. Position Screen. Set
the minimum damper position. This screen
will not appear if the discharge air sensor
function is disabled.
AO1 Output Screen. Choose whether the
modulating output range will be 0-20 mA or
4-20 mA. This screen will not appear if the
discharge air sensor function is disabled.
Modulating Output 1 Control Screen.
Choose whether to control based on
DISCHARGE air reset of SPACE tempera-
ture.
Enable Heating Low Limit Screen. Choose
whether to enable Heating Low temperature
limit. Only appears if AO1 mode is HEAT.
Discharge Air Setpoint Screen. Set the
discharge air setpoint. This screen will not
appear if the discharge air sensor function is
disabled.
AO CONTROL BASED
ON: SPACE
48.
program
setup
ENABLE HEATING
LOW LIMIT: YES
49.
program
setup
ENABLE MOD OUT 1
MIN/MAX POS: YES
54.
program
setup
MOD OUT 1
MIN POS: 10%
55.
program
setup
MOD OUT 1
MAX POS: 99%
56.
program
setup
Reset Ratio Factor Screen. Enter a reset
ratio factor. This is the number of degrees
that the discharge air setpoint is raised when
the space tempetature falls by 1 degree for
heating, or the number of degrees that the
discharge air setpoint is lowered when the
space temperature rised by 1 degree for cool-
ing.
Modulating Output Proportional Band
Screen. Enter the number of degrees away
from the setpoint that the valves or damper
will be fully open.
Analog Output Setpoint Offset Screen.
Enter a setpoint offset. This is a value below
the heating setpoint or above the cooling
setpoint where the analog output begins
modulate.
Enable Min/Max POS Screen. Choose
whether to enable min/max mod out 1 control.
Min Position Screen. Set the minimum posi-
tion for analog output 1.
Max Position Screen. Set the maximum
position for analog output 1.
Modulating Output 1 Action Screen.
Choose whether the output will be direct
reverse acting.
AO1 Output Range Screen. Choose whether
the modulating output range will be 0-20 mA
or 4-20 mA.
DI1 Choice Screen. Choose DI1 as FAN
PROVING, LOW TEMP ALARM or a
MONITOR point. Select MONITOR if unused.
DI2 Choice Screen. Choose DI2 as ECON,
FILTER SERVICE or MONITOR. Select
MONITOR if unused.
DI2 Shift Screen. Enter the setpoint shift
value. This screen will only appear if DI2 is
set to MONITOR
DI3 Choice Screen. Choose FILTER SERVICE,
EXTernal OVERRIDE, or EXTernal TIME
CLOCK. Select EXTernal OVERRIDE if unused.
AO 1 CONTROL
ACTION: DIRECT
57.
program
setup
AO1 OUTPUT RANGE
RANGE: 4-20 MA
58.
program
setup
program
setup
DI1 USED FOR
MONITOR
59.
program
setup
DI2 USED FOR
MONITOR
60.
program
setup
DI3 USED FOR:
FILTER SERVICE
62.
program
setup
SET DI2 SETPOINT
SHIFT: 00F
61.
Note: Only appear if AO1 mode is ECON.
MOD OUT 1 SET P.
OFFSET: 00F
53.
program
setup
DISCHARGE AIR
SETPOINT: 55F
50.
program
setup
Note: Only appear if AO1 mode is Heat of Cool.
program
setup
ENABLE DISCHARGE
AIR FUNCT.? YES
40.
program
setup
HEATING LOCKOUT
TEMP: 070F
39. RESET RATIO
FACTOR: 2F
51.
program
setup
MOD OUT 1
BAND: 05F
52.
program
setup
Note: Only appear if AO1 mode is Heat of Cool.

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program
setup
REQUIRE CODE FOR
CLOCK / SCHED? YES
66.
program
setup
SET ACCESS
CODE: 248
67.
MON. 08-08-08
12:00 AM 72F
Delay On Powerup Screen. Enter a value
in seconds, such that when the unit is pow-
ered up, control is delayed for this amount
of time.
Smart Recovery Screen. Choose whether
or not smart recovery will be used. Note:
Smart Recovery is not available when DI3
is used as EXTernal TIME CLOCK.
Programming Access Screen. Choose
whether or not a code will be required to
enter programming setup. A dipswitch option
to lock out access altogether is also avail-
able.
Clock and Schedule Access Screen.
Choose whether or not a code will be
required to enter clock and schedule setup.
A dipswitch option to lock out access alto-
gether is also available.
Access Code Screen. Enter an access (0 to
255) code that will be used to enter the pro-
gramming and/or clock and schedule setups if
access code has been required in the last two
steps. The default is 248.
Main Monitoring Screen.
program
setup
REQUIRE CODE FOR
PROGRAMMING? YES
65.
program
setup
ENABLE SMART
RECOVERY? NO
64.
program
setup
DELAY ON POWERUP
010 SECONDS
63.

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8
Setting Clock & Schedule
The SZ1041A clock and schedule may be set through
the keypad and display, or with a PC. For more informa-
tion on programming through the PC, consult your TCS
software manual.
SETTING CLOCK & SCHEDULE
THROUGH THE KEYPAD
To access the clock and schedule screens,
press the clock setup button. To make changes,
use the warmer and cooler keys. For screens
that have more than one field to set, use the
override key to move to the next field. Access may be
locked out with dipswitches, or an access code may be
required.
Main Monitoring Screen. Press the
clock setup button to access the following
screens.
Access Code Entry Screen. May
appear if access code is required for set-
ting clock and schedules. Use 248 as the
default. If the wrong code is entered, it
will revert to the previous screen.
Time and Day Screen. Set the hour,
minutes, AM or PM, and day of the week.
Date Screen. Set the month, date, and
year.
Schedule Announcement Screen.
Announces the next screen.
Occupied Times Screen. Set hours and
minutes of start and end times for up to
two occupied periods.
Occupied Times Screen. Set hours and
minutes of start and end times for up to
two occupied periods.
Schedule Announcement Screen.
Announces the next screen.
Copy Schedule Screen. Choose to use
the same schedule that was used for the
previous day. If so, the next screen does
not appear.
Occupied Times Screen. Set hours or
minutes of start and end times for up to
two occupied periods.
Occupied Times Screen. Set hours or
minutes of start and end times for up to
two occupied periods.
Holiday Announcement Screen.
Announces the next screen.
Holidays #1 Screen. Set holiday peri-
ods 1 through 12, month, date, and dura-
tion for the periods that will follow the
holiday #1 schedule.
Holiday Announcement Screen.
Announces the next screen.
Holidays #2 Screen. Set holiday peri-
ods 1 through 12, month, date, and dura-
tion for the periods that will follow the
holiday #2 schedule.
Daylight Savings Screen. Choose to
have automatic daylight savings adjust-
ments made to your time.
Main Monitoring Screen.
cloc k
s etu p
COPY MON FOR
TUE? YES
clock
setup
SET OCCUPIED
TIMES TUESDAY:
clock
setup
A:08:00 TO 17:00
B:00:00 TO 00:00
clock
setup
7.
8.
9. override
ENTER DATES FOR
HOLIDAY #1
C:00:00 TO 00:00
D:00:00 TO 00:00
10. override
clock
setup
clock
setup
11.
clock
setup
SET TIME & DAY:
12:00 AM MON
2. override
SET OCCUPIED
TIMES MONDAY:
SET DATE:
08-08-08
clock
setup
3.
4.
MON 08-08-08
12:00AM 72F
clock
setup
ENTER ACCESS
CODE 000
1.
A:08:00 TO 17:00
B:00:00 TO 00:00
clock
setup
5. override
clock
setup
C:00:00 TO 00:00
D:00:00 TO 00:00
clock
setup
6.
clock
setup
override
override
clock
setup
clock
setup
ENTER DATES FOR
HOLIDAY #2
HOL1 01=01-01
DURATION=00 DAYS
12. override
clock
setup
13.
clock
setup
DAYLITE
SAVINGS? YES
HOL2 01=01-01
DURATION=00 DAYS
14. override
clock
setup
15.
MON 08-08-08
12:00 AM 72F
clock
setup
The following screens are repeated for
Wed.,Thurs., Fri., Sat., and Sun., Holiday #1 and #2

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9
Operation
UNOCCUPIED SETBACK
The SZ1041A operates in either an occupied or unoc-
cupied mode. During the occupied mode, the occupied
heating and cooling setpoints will be maintained, and
the fan will operate according to its occupied setting.
During the unoccupied mode, the unoccupied heating
and cooling setpoints will be maintained, and the fan
will operate according to its unoccupied setting. The
occupied LED will be lit when the unit is operating in the
occupied mode.
The occupied schedule may be set utilizing the internal
time clock or DI3 may be used with an external time
clock, whereas when DI3 is closed, the unit is in the
occupied mode. The Smart Recovery function is dis-
abled when DI3 is used for external time clock.
OVERRIDE
A timed override is available using the button on the
face of the thermostat or through momentary contacts
wired into the OVR terminal. The amount of time the
unit will be overridden is set from 0 to 255 minutes in
the programming screen. This override behaves differ-
ently depending on the mode the thermostat is operating
in (occupied or unoccupied) and the options that have
been enabled within the software. In standard mode, the
override only activates in unoccupied mode and takes
the thermostat into occupied mode. If "Override for
Occupied Period" is enabled, the override also activates
in occupied mode and takes the thermostat into unoccu-
pied mode. In either case, you are able to view the time
remaining in the override period both within the software
and by using the service button to scroll through the sta-
tus screens. If the occupant desires to return the ther-
mostat to unoccupied or occupied operation (depending
on how the override was used) before the time interval
is up, they may press the override again. If "Continuous
Occupied Override" or "Continuous Unoccupied
Override" is enabled, then pressing the override once
and then pressing and holding it for 5 seconds puts the
thermostat into a "hold” mode (the override LED on the
thermostat will flash quickly). In this mode, the over-
ride setpoints are used until the next occupied period is
reached, or until the thermostat is manually taken out of
the "Continuous Override" mode by pressing the over-
ride again.
Continuous override is available through the DI3 contact
or the software. If DI3 is set to external override, the unit
will be in the occupied mode whenever the DI3 contact
is closed. When using this option, the timed override
may still be activated.
The software allows you to override the thermostat by
putting the override parameter into the remote mode,
and thus disabling the timed override.
SETBACK AND OVERRIDE APPLICATIONS
In most applications, it is desired to maintain a regular
schedule, and allow timed override with the button on the
face or with a remote momentary contact.
To allow a regular schedule, and also automatically override
with the use of occupancy or light sensor, set DI3 to over-
ride and set it up so that the contact is closed when you
want the override.
For applications where a room might not be used on a
regular schedule, such as conference rooms, set DI3
to external time clock and close the contact when you
want the room occupied, such as with a switch or wind-
up timer. If each occupancy period is about the same,
(theaters, meetings) another option is to set the DI3 to
external time clock, and use the timed override button to
put the unit in occupied mode.
To make the unit always occupied, set DI3 to external
time clock and short the DI3 terminal to ground.
DISCHARGE AIR TEMPERATURE SENSING
The SZSZ1041A accepts a remote discharge air sensor
for monitoring purposes. (See setup instructions for dip-
switch placement for this option.)
Choose YES in programming screen #40 only if you
have a discharge air sensor installed and you want the
SZ1041A to use its built-in economizer functions. If NO
is chosen, the discharge air is still monitored. You must
also have an outdoor air sensor installed for economizer
operation. The discharge air span is 0 to 150°F (-17.8 to
65.6°C).
ANALOG OUTPUTS
On the SZ1041A, analog output one is used to control an
economizer. See Economizer Operation section for fur-
ther programming options.
ANALOG OUTPUTS/DISCHARGE AIR RESET
The analog output on the SZ1041A is used to control
the heating or cooling in a space. The analog outputs on
the SZ1041A are used to control the heating and cool-
ing in a space. To use the discharge air reset function, a
discharge air sensor must be installed. In programming
step #40, the discharge air sensor must be enabled. In
programming step #48 the control must be based on
DISCHARGE air.
In programming screen #49, you are asked whether to
enable heating low limit. This will provide heat to limit the
minimum discharge air temperature.
In programming screen #50, you are asked to enter a
discharge air setpoint. The discharge air temperature will
be controlled to this setting by modulating the heating or
cooling device.
In programming screen #51, you are asked to enter a

reset ratio factor. This is the number of degrees that
the discharge air setpoint is raised when the room tem-
perature falls below the heating setpoint by 1 degree if
the analog output is set for heating, or the number of
degrees that the discharge air setpoint is lowered when
the room temperature rises above the cooling setpoint by
1 degree if the analog output is set for cooling.
OUTDOOR AIR TEMPERATURE SENSING
The SZ1041A accepts a remote outdoor temperature
sensor for monitoring purposes. (See setup instructions
for dipswitch placement for this option.)
Choose YES in programming screen #37 only if you are
using an outdoor air sensor and you want to enable the
outdoor air heating and cooling lockout functions. If NO
is chosen, the outdoor air is still monitored.
When the function is enabled, COOLING LOCKOUT
TEMP and HEATING LOCKOUT TEMP are entered
in steps #38 and #39. If the outdoor air temperature
falls below the COOLING LOCKOUT TEMP, all cooling
stages will be locked out and will remain locked out until
the outdoor air temperature rises 2° above the lockout
temperature. If the outdoor air temperature rises above
the HEATING LOCKOUT TEMP, all heating stages will
be locked out and will remain locked out until the outdoor
air temperature falls 2° below the lockout temperature.
The outdoor air span is -40 to 160 °F (-40.0 to 71.1 °C).
FAN PROVING
The SZ1041A allows DI1 to be set for fan proving to pro-
tect equipment on fan failure. To utilize this, a pressure
or current switch is required, which indicates when the
fan is running. If the thermostat turns on the FAN, and
DI1 is not closed after thirty seconds, the system will go
to OFF, disabling all outputs, the fan LED will turn off
and the service LED will be lit until the system is manu-
ally reset by switching the system to a mode other than
OFF.
DI2 SETPOINT SHIFT
The SZ1041A allows
DI2 to be set for set-
point shift for energy
demand setback. This
is enabled by setting
DI2 to the MONITOR
mode. A digital contact
that closes when set-
back is needed should
be wired into DI2. You
may specify a number
of degrees such that,
when the thermostat is
operating in the occu-
pied mode, and DI2 is closed, the heating setpoint will
be lowered this number of degrees, and the cooling set-
point will be raised this number of degrees. The fan will
continue to operate according to its occupied setting. If
you are using DI2 as monitor for another purpose, make
sure to set the setpoint shift value to zero.
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10
STAGE OUTPUT PARAMETERS
The SZ1041A will control up to two stages of either heat-
ing or cooling. The SZ1041A will control two stages of
heating and two stages of cooling.
For each stage, you may specify an offset and a differ-
ential value. The offset value is the amount away from
the setpoint a stage will turn off. By assigning a stage a
value other than zero, you “anticipate” that the residual
heat or cooling in the duct or the other stages will bring
the temperature back to setpoint. In most cases, the first
stage is set to zero. The differential value is the difference
between the on and off points.
Unlike most other multi-stage programmable thermostats,
the Superstat allows independent adjustments of "offsets"
and "differentials" for stages of heating and cooling. The
offset settings can be viewed as setpoints for the second
and third stages and are programmed in the Superstat in
the number of degrees (i.e. 1,2,3…) beyond the heating
and cooling setpoints (temperatures to be maintained).
The differential for each stage can be viewed as the
"anticipator" function used in mechanical thermostats.
P+I OPTION
The SZ1041A also have a P+I option. Without enabling
this option, stages turn on and off based on temperature
vs. setpoint alone, as described above. By enabling this
option, you add a time factor to anticipate heating and
cooling.
ANALOG OUTPUT PARAMETERS
Use programming steps #48 through #58 to program the
operating parameters for the analog output. Select wheth-
er the analog output is set for heating, cooling or econo-
mizer. Select direct or reverse action. Select whether you
want the analog output to modulate from 4 to 20mA or
0 to 20mA. Select the unoccupied action ("20mA or 0 /
4mA" will hold the analog output device open or closed
during unoccupied times. "Modulating" will modulate the
analog output device to maintain the unoccupied heating
or cooling setpoint.). Enter a proportional band (throttling
range) in degrees. Enter a setpoint offset in degrees.
Heat
Setpoint
Cool
Setpoint
ON
ON
ON
ON
OFF
OFF
OFF
OFF
Differential
Differential
Offset
Offset
Differential
Differential
4 2 0 4 20
4 2 0
4 2 0
4 2 0 4 20
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DIRECT ACTING REVERSE ACTING
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11
(This is a value below the heating setpoint or above
the cooling setpoint where the analog output begins to
modulate.)
ECONOMIZER OPERATION
The analog output on the SZ1041A can be used to con-
trol an economizer. Both outdoor air and discharge air
temperature sensors are needed to accomplish this.
NOTE: The discharge air sensor may be installed in the
discharge air section or in the mixed air section. This
instruction as well as product literature refers to a dis-
charge air sensor, regardless of where it is mounted.
During occupied time, the outside air dampers are held
at a minimum position, entered in programming step
#46, until economizer operation is enabled. During unoc-
cupied time, the outside air dampers are closed.
In programming screen #42, you are asked to enter an
outdoor air setpoint. The outdoor air temperature must
fall below this setpoint before economizer operation will
be enabled. A call for cooling is also required to enable
economizer operation. A typical value is 65°F.
In programming screen #43b, you are asked to enter a
discharge air setpoint. The discharge air temperature will
be controlled to this setting by modulating the outdoor
air dampers, when economizer operation is enabled. In
programming screen #44, you are asked to enter a dis-
charge air low limit setpoint. If the discharge air falls to
this setpoint, the outside air dampers will close.
A proportional band (throttling range), whether you want
the analog output to modulate from 4 to 20mA or 0 to
20mA, and direct or reverse action must also be pro-
grammed.
SMART RECOVERY
“Smart Recovery” may be enabled. It ramps the setpoint
4°F/hr. when going from the unoccupied mode to the
occupied mode. At the beginning of the occupied mode,
the occupied setpoint will be reached, many times with-
out the need for the second stage to come on. This fea-
ture is automatically disabled when DI3 is set to external
time clock.
BUILT-IN DELAYS
The SZ1041A has delays built into the programming
sequences to protect equipment. The fan has a mini-
mum on and off time of 30 seconds. When the fan is
in AUTO or COOL mode, it will come on 30 seconds
before the heating or cooling devices are allowed to
sequence on, and remain on for 2 minutes after the
heating or cooling devices sequence off. Each stage has
a minimum on and off time of two minutes. There is a
minimum of 2 minutes between when one stage turns
on until the next stage is allowed to turn on, as well as
when one stage turns off until the next stage is allowed
to turn off.
Delay on occupied, see delay on powerup.
DELAY ON POWERUP
The SZ1041A has an adjustable delay on powerup.
When several thermostats are used at one location,
and the power goes out, most thermostats turn all of the
units back on at the same time on regain of power, cre-
ating a peak. The thermostat allows you to set a value,
in seconds, where no outputs are allowed to turn on for
that length of time on powerup. Setting each unit to a
different delay allows you to soft start your system, and
thus prevent this peak. This delay can also be applied to
the start of occupied time.
DAYLIGHT SAVINGS TIME
Beginning in 2007, Daylight Saving Time (DST) in the
U.S. will be extended by having an earlier change to
DST in spring and a delay in switching back to standard
time in fall. However, this change may only be temporary,
as this "new" schedule is only in effect for a 2 year trial
period. After that, the DST schedule may revert back,
stay the same, or be something completely different.
Products shipped starting in 2007 with firmware ver-
sion 1.5 or higher accommodate the new DST schedule.
Products shipped starting in 2008 with firmware version
2.0 or higher accommodate the new DST schedule and
have the ability to be programmed to accommodate any
future schedules that may be used. Should the sched-
ule change and you need to customer program the DST
start and end dates, simply enable the "Daylight Savings
Time" option within the software and enter the starting
month + week and the ending month + week.
4 2 0 4 20
4 2 0
4 2 0
4 2 0 4 20
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DIRECT ACTING REVERSE ACTING
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12
Checkout & Troubleshooting
CHECKOUT
NOTE: The fan has a minimum on and off time of 30
seconds. The heating and cooling stages have a mini-
mum on and off time of 2 minutes.
You may verify the status of heating and cooling and fan
in monitoring screens 5, 6, and 7, which are accessed
by pressing the SERVICE STATUS button.
1. Verify all wiring prior to powering the thermostat.
2. Turn power on. The thermostat will display a momen-
tary screen with the model number, and then the
main monitoring screen with the time, day, date and
current temperature.
3. Press the PROGRAM SETUP button until you reach
the screen # 20 which allows you to set the occupant
setpoint adjustment limits. Change this to +/-20 °F
(11.1 °C). Press the PROGRAM SETUP button once
more to store the change. Then press the SERVICE
STATUS button once to exit the programming.
4. Press the FAN SWITCH button to access the fan
mode and change the mode to AUTO. Press the
FAN SWITCH button once more to store the change.
Press the SYSTEM SWITCH button to access the
system mode and change the mode to AUTO. Press
the SYSTEM SWITCH button once more to store the
change.
5. Verify that the thermostat is operating in the occupied
mode by making sure that the top LED is lit. If not,
press the OVERRIDE button. The LED should light
up.
6. Take note of the current temperature reading. Press
DIGITAL APPLICATION LED SERVICE SCREEN CONTROL SENSOR OR
INPUT INDICATION? (DI STATUS SCREEN) PROVIDED DEVICE NEEDED
DI1 Fan Proving YES CHECK FAN, YES - turns system mode to "off" Differential
FAN OK — requires manual re-start pressure or
or FAIL (set system to auto) current switch
DI1 Low Temp Alarm YES LOW TEMP ALARM NO Dry contact, switch
(Also shows LOW TEMP ALARM
on main screen)
DI1 Equipment NO OK NO Dry contact, switch. Any type
Monitoring (DI1 OPEN or CLOSED) for monitoring and indication
D12 Economizer NO OK YES, Limits AO1 to min position Enthalpy Sensor, Swtich
(Shows ECON ON or OFF) when ECON OFF
DI2 Filter Service YES OK NO Dry contact, switch. Any type
(OK or Check Filter)
DI2 Monitor with NO OK YES - shifts setpoint by Dry contact, switch.
setpoint shift (DI2 OPEN or CLOSED) programmed amount
DI3 Filter Service YES OK or CHECK FILTER NO Differential pressure switch
(FILTER OK or CHECK)
DI3 External Occupancy Override NO OK YES - switches to occupied mode Dry contact such as twist
(EXT OVER ON or OFF) as long as contact is made* timer, light switch, etc.
DI3 External Time Clock Input NO OK YES -input overrides thermostat Dry contact;
YES (EXT TIMECLOCK ON or OFF) occupancy program external time clock
Occupied? (TCS part SL1001a)
Digital Input Summary Table
*See delay on occupied.
LIMIT SETPOINT
ADJUST +/-: 5F
MON 08-08-08
12:00AM 72F
* SZ1041 *
TCS V2.07 (c)

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13
Fan Does Not Come On
The fan is on whenever the fan LED is on. If the fan
should be on, but the fan LED is off, check the fan and
system switch modes, and the unoccupied fan mode
in programming. If the fan is off but the fan LED is on,
check wiring. Short terminals “R” to “G” and see if the
fan comes on. This is a check for a mechanical relay
failure.
Heating or Cooling Does Not Come On
At least one stage of heating is on whenever the heat-
ing LED is on, and at least one stage of cooling is on
whenever the cooling LED is on. If heating or cooling
should be on but the heating or cooling LED is off, check
the fan and system switch modes. Also, check the heat-
ing and cooling setpoints, offsets and differentials, and
the room temperature to be sure heating or cooling
should be on. If using outdoor air heating and cooling
lockouts, or discharge air high and low limits, check
their values to be sure heating or cooling is allowed. If
heating or cooling is off, but the corresponding LED is
on, check the wiring. Short terminals “R” to “Y/W1” or
“Y/W2” and see if the heating or cooling comes on. This
is a check for a mechanical relay failure.
Wrong Temperature Display
If any of the temperatures are reading slightly high or low,
there are three adjustment pots located in the cover to
adjust them. “T1” is for the room temperature, “T2” is for
the discharge air temperature, and “T3” is for the outdoor
air temperature. If the temperature is at a minimum or maxi-
mum reading, check the sensor dipswitch positions. (See
setup instructions.) Check for wiring problems (opens or
shorts). A remote 1000 Ωsensor should read 108 to 109 Ω
at room temperature.
T1
T2
T3
1 2
1 2 3 4 5
adjust display contrast
Service LED is On
If the service LED is on, it may be for monitoring purpos-
es or it may indicate a critical problem. The first monitor-
ing screen accessed by pressing the service status but-
ton will display why the light is on.
Outputs Will Not Shut Off
First check the room temperature and the setpoints and
determine whether the output should be on. There are
delays and minimum on and off times for the fan and
heating and cooling stages. Also, check the service
status menus to verify that the outputs are on. Turning
the system to “off” will instantly turn all outputs off. The
thermostat can be reset by pressing the system switch
button and the service status button simultaneously.
the WARMER (up) button. The setpoint adjustment
screen should now be showing. Press the WARMER
button until the heating setpoint is greater than the
current temperature by at least five degrees. The fan
will come on. The heating stage(s) will sequence on
after 30 seconds.
7. Press the cooler (down) button until the heating set-
point is one degree less than the current tempera-
ture. The heating stage(s) will sequence off. The fan
will turn off 2 minutes after the last heating stage.
8. Press the cooler button until the cooling setpoint is
less than the current temperature by at least five
degrees. The fan will come on. The cooling stage(s) will
sequence on after 2 minutes.
9. Press the warmer button until the cooling setpoint is
greater than the current temperature by one degree.
The cooling stage(s) will sequence off. The fan will
turn off 2 minutes after the last cooling stage.
10. For a heating or cooling analog output: Take note
of the room (and discharge) air temperatures. If the
analog output is set for Cooling, press the Cooler but-
ton until the cooling setpoint is less than the current
room temperature by at least 5°. The cooling device
should start operating. If the analog output is set for
Heating, press the Warmer button until the heating
setpoint is greater than the current room temperature
by at least 5°. The heating device should start operat-
ing.
11. For an economizer analog output: Take note of the
discharge and outdoor air temperatures. Go to pro-
gramming step #42 and set the outdoor air setpoint
5° greater than the outdoor air temperature. Go to
programming step #43 and set the discharge air
setpoint 10° less than the discharge air temperature.
Press the Cooler button until the cooling setpoint is
less than the current room temperature by at least
5°. The damper should now be fully open. Raising
the discharge air setpoint, will modulate the damper
closed. Raising the cooling setpoint above the room
temperature or lowering the outdoor air setpoint
below the outdoor air temperature will shut the damp-
er to minimum position.
12. Go back to programming step #20 and set the set-
point adjust limit back to the desired value. Make any
other changes in programming, clock, and schedule.
Set the fan and system modes to their desired set-
tings.
13.If using remote sensor(s), verify that the reading is
correct. If not, see Wrong Temperature Display in
Troubleshooting section.
TROUBLESHOOTING
No Display
Check for 24 VAC on terminals “+24” and “-24”. Check
the cable connecting the cover to the base for a good
connection.

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14
Analog Output Not Working Properly
Check wiring. A separate transformer should be used
for the SZ1041A and a separate transformer should be
used for the motor(s). Check to make sure that the ana-
log output is programmed correctly.
Check the Service Menu. The Mod Out Screen will tell
you what the SZ1041A is trying to put out. Compare this
with the actual position on the heating or cooling device.
There are two conditions that must be met before the
economizer analog output will modulate. First, there
must be a call for cooling. Second, the outdoor air tem-
perature must be less than the setting set in program-
ming step #38.
Put the SZ1041A into occupied mode. You should be
able to adjust the output by going to programming step
#46 or 55 (depending on AO1 mode in step 41) and
varying the minimum position setting. You need to exit
programming before the change will take effect.
SERVICE SCREENS
Continually pressing the service status button allows
more extensive monitoring. The screens are shown on
the following page.
LED Description
Six LEDs on the face allow the occupant to view the cur-
rent operating status of the thermostat.
OCCUPIED
This LED will be lit whenever the unit is
operating in the occupied mode.
HEATING
This LED will be lit when any heat output is
operating.
COOLING
This LED will be lit when any cooling output is operating.
FAN
This LED will be lit when the fan output is closed.
SERVICE
This LED will be lit when the high or low discharge air
limit has been reached, when the fan interlock has indi-
cated failure, or when the filter service or service input
are closed.
PROGRAM/DATA
This LED will be lit when the thermostat is within the
programming or clock setup menus. It will blink when the
unit is being accessed by a PC.
Additional monitoring is available by continually pressing
the service key.
Main Monitoring Screen. Press the
service button to access the following
screens.
Service Screen. This message may
be followed by any or all of the follow-
ing: CHECK FILTER, CHECK FAN,
DISCHARGE HIGH, DISCHARGE LOW,
or CHECK DI2.
Discharge Air Temperature Screen.
Shows discharge air temperature if sen-
sor is used.
Outdoor Air Temperature Screen.
Shows outdoor air temperature if sensor
is used.
Override Status Screen. Shows wheth-
er the override is active and if so, how
many minutes remaining.
Heat or Cool Stages Status Screen.
Shows the status of the first and second
stages of heating or cooling.
Heat or Cool Stages Status Screen.
Shows the status of the first and second
stages of heating or cooling.
service
status
MOD OUT 25%
DI1 OPEN
7.
service
status
HEAT STAGE 1 OFF
HEAT STAGE 2 ON
5.
service
status
OVERRIDE ON
178 MINUTES
4.
service
status
OUTDOOR AIR
TEMP 75F
3.
service
status
DISCHARGE AIR
TEMP 55F
2.
service
status
SERVICE STATUS
OK
1.
service
status
MON 11-19-01
12:00 AM 72F
Modulating Output 1 and DI1
Status Screen. Shows the percent-
age of modulating output 1 and sta-
tus for DI1.
DI2 and DI3 Status Screen.
Shows DI2 status and filter status or
DI3 status.
Main Monitoring Screen. (Date not
shown on SZ1017a & SZ1017aW.)
service
status
DI2 SERVICE OFF
FILTER OK
8.
service
status
COOL STAGE 1 ON
COOL STAGE 2 OFF
6.
MON 08-08-08
12:00AM 72F
Occupied
Heating
C ooling
Fan
S ervice
Program/
Data

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15
Limiting Occupant Access
SETPOINT ADJUSTMENT
The occupant may temporarily change the occupied
heating and cooling setpoints +/- 5°F by factory default.
This setpoint change will remain until the end of the cur-
rent occupied period, at which time the program reverts
to the setpoints defined in programming. To change the
range of adjustment allowed, see programming step
#20.
OVERRIDE
The occupant has the ability to put the unit into occupied
mode by pressing the override button on the front. By
factory default, the unit will remain in the occupied mode
for 180 minutes. This value may be changed from 0 to
255 minutes in programming step #21.
FAN SWITCHING
The option to allow the occupant to change the occu-
pied fan mode is allowed by factory default. To lock out
access to fan switching, see programming step #7.
SYSTEM SWITCHING
The option to allow the occupant to change the system
mode is allowed by factory default. To lock out access to
system switching, see programming step #5.
SETTING CLOCK & SCHEDULE
The ability to set the clock and schedule is allowed by
factory default. An access code may be required as set
in programming step # 64, or access may be denied
altogether using dipswitches described in the setup sec-
tion.
PROGRAMMING
The ability to program control parameters is allowed by
factory default. An access code may be required as set
in programming step # 63, or access may be denied
altogether using dipswitches described in the setup sec-
tion.
User’s Guide
Inside the hinged door
of the thermostat is the
SuperstatTM User’s Guide.
This guide is designed
to assist the installer in
explaining to the end user
how to operate their new
thermostat, as well as serve
as a handy future reference
for the end user.
We recommend that the installer fill out the appropriate
pages and explain to the user how the thermostat oper-
ates, what settings may be changed, and how the time
clock schedules are used.
S U P E R S T A TTM
www.tcsbasys.com
C3782 Rev_0210