casey v2.0 msv10 technical manual - smartway solutions

SmartWay Solutions, Inc.

Technical Manual Installation & Reference Guide

Model MSV10 (V2.0) HVAC Monitoring System

Note: All MSV10 models are branded as “CASEY™” HVAC Monitoring Systems

January 8, 2007

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CASEY™ Model MSV10 (V2.0) HVAC Monitoring System Technical Manual

TABLE OF CONTENTS

Topics Page Introduction 1 Using the MSV10 HVAC Monitoring System

Part 1: An Overview of the MSV10 1-4 Part 2: Getting Familiar with MSV10 & Tech Pad 4-6 Part 3: Installing the MSV10 7-15 Part 4: Standard Calibration & Set Up Values 15-17

Reference Section: Appendix A: Tech Pad “S/A”, “R/A”, “R/H”, “D/T” and “F1-4” Keys 17-18 Appendix B: Tech Pad “ID” Key 19-20 Appendix C: Tech Pad “Set Up” Key 20-22 Appendix D: Tech Pad “INITIALIZE/RESTORE” + “1” Keys (1 INTIALIZE) 22-23

Initialize the 1st Time You Use the MSV10 Appendix E: Tech Pad “INITIALIZE/RESTORE” + “2” Keys (2 RESTORE) 24

Changing Heat Mode & Restoring “Standard Calibration” Appendix F: Tech Pad “CAL / 6”+ “1” Keys (1 CALIB) 25-29

Custom Calibration Appendix G: Tech Pad “CAL / 6”+ “2” or ”3” Keys (2 TEMP or 3 HUMD) 29-30

Calibrating Temperature & Humidity Sensors Appendix H: Tech Pad “CAL / 6”+“4” Keys (4 D/T) 30-31

Quick Heat” Calibration Appendix I: Tech Pad “TEL / 9” Key 31-32

Telephone Prefix # Programming Appendix J: Tech Pad Fault Conditions 32-33 Appendix K: Circuit Board LED Red & Green Indicator Lights 33-34 Appendix L: Wiring a Telephone Connection 34-35 Appendix M: Troubleshooting Tips 35-39 Appendix N: The F1 & F2 Auxiliary Switch Terminals 40 Appendix O: Installing the Water Alert Sensor 41 Appendix P: Installing the Customer Alert Switch 41 Appendix Q: Frequently Asked Questions to CSRs 42-43 Appendix R: Useful Charts & Tables 44-50 Appendix S: Wiring the MSV10 to Your System (Wiring Diagrams) 51 Appendix T: MSV10 Alert Reports – Ways to Receive & How to Read 52-71 Appendix U: Contacting SmartWay for Assistance 72-73

The MSV10 V2.0 HVAC Monitoring System Technical Manual

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INTRODUCTION

Introduced in November 2006, the new and improved version 2.0 Casey™ MSV10 HVAC Monitoring System detects problems on virtually all forced air heating and cooling systems including:

◊ Cooling- Conventional single stage, single speed compressors. ◊ Heating- Single or 2 stage Gas – Single stage Electric. ◊ Heat Pump- HP Only – HP with Electric Back Up - Dual-Fuel systems

This manual covers most installation & operating conditions. However, should an unusual problem come up, special instructions that can be found in Appendix N: “Troubleshooting Tips” If you experience a problem not covered in this manual, please feel free to call toll free 866-743-5663 for technical assistance

USING THE CASEY™ MSV10 HVAC MONITORING SYSTEM

PART1: AN OVERVIEW OF THE MSV10

• What is it?

The Casey MSV10 is a small, specialized computer with air sensors designed to monitor the operating efficiency of heating and air conditioning systems. The Tech Pad is a necessary Casey tool used for viewing and inputting heating & cooling system information. Its keypad interacts with the menu instructions displayed on its screen for easy Casey set up. Each type of HVAC system (Gas, Electric or Heat Pump and Air Conditioning) set up & calibration data is stored in the Tech Pad. When plugged into the MSV10, the Tech Pad can program the to work with any type of system. Air sensors are placed in the return & supply air ductwork to continuously report temperature & relative humidity readings to the computer unit. An optional outdoor temperature sensor can be installed if outside air temperature readings are desired (primarily used on heat pump systems, but may also be used with conventional systems).

The MSV10 System: Return & Supply Air Sensors, Outdoor Temp Sensor, Computer Unit and Tech Pad

Return to Table of Contents



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Return Air

Supply Air

+ 6º Tolerance Range

Supply Air

• What improvements do the MSV10 (V2.0) have from previous versions?

The MSV10 (V2.0) modem, processor, thermistors and air sensors are improved; the F2 terminal now works with normally opened or closed sensors; and the supply and return air sensors connect to the terminal block for improved reliability. In general the MSV10 operates essentially like as earlier versions but has enhanced circuitry, components and operating software • How does it work?

The MSV10’s computer compares the difference in the return & supply air sensor readings to what it calculates the temperature split should be (it has a built in psychrometric table with formulas). For gas heat systems, the MSV10’s calculated temperature split (also referred to as “Delta T” or “D/T”) is factory set at 55º. Above and below this 55º “benchmark” D/T is 20º “tolerance range”. The tolerance range allows the gas system’s temperature rise to be as high as 75º (55º + 20º) or a low as 35º (55º - 20º) before the MSV10 sends an alert report. Please see Figure # 1: Gas Heat (below): For cooling systems, the MSV10’s calculated D/T will vary depending on the relative humidity at the return air sensor. At 50% relative humidity, the MSV10 calculates an 18º D/T. As humidity increases, the MSV10 calculates a lower D/T and, as humidity decreases, it calculates a higher D/T. The tolerance range for cooling is 6º. Therefore, at 50% relative humidity, the MSV10 sends a report when the temperature fall is less than 12º (18º - 6º) or higher than 24º (18º + 6º). . Please see Figure # 2: Cooling (below):

55º MSV10 Calculated D/T

35º Min D/T

75º Max D/T

Below 35º - Low D/T Alert Report Sent

Above 75º - High D/T Alert Report Sent

+ 20º Tolerance Range

- 20º Tolerance Range Difference is

Temp Rise

Figure #1 GAS HEAT

MSV10 Calculated D/T 18º at 50% RH

35º Min D/T @ 50% R/H

24º Max D/T @ 50% RH

Below Dotted Line-Low D/T Alert Report Sent

Above Dotted Line-High D/T Alert Report Sent

- - 6º Tolerance Range

Return Air

Difference is Temp Fall Note: The Lower the

Humidity, the Higher the Difference

Figure #2 COOLING

0% 50% 100%


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At the end of “Part 4: Standard Calibration & Set Up Values” is a chart that shows calculated D/Ts and Tolerance Ranges by each type of system. Regardless the types of system, all problems are detected by the MSV10 constantly comparing the difference in return & supply air sensor readings to its own calculated D/T (plus or minus the tolerance range). When a problem is found, the MSV10’s built in modem calls a toll free “800” number to SmartWay’s central station. Upon receiving the data, which includes a unique number assigned to each contractor, the central station immediately transmits an alert report to that contractor. If the customer isn’t using their phone while the MSV10 dials out, the alert report is received in about 3 to 4 minutes from the problem detection. • MSV10 Standard Features & Capabilities:

◊ Constant real time monitoring of the system’s operation ◊ Works on most types of heating & cooling systems ◊ Sends alert report when system calibration settings exceeded ◊ Alert report includes total running hours to date by mode (i.e. heating, cooling & fan) ◊ After one hour of electrical outage a report is sent using power from 9V back-up battery ◊ Sends diagnostic information of system fault condition, set up values, actual & calculated

D/T (temperature split), HVAC system information and troubleshooting tips ◊ Sends an alert report when the air temperature at the return air sensor exceeds the high or

low temperature settings (even when the HVAC system is off)

Note: The MSV10 requires input from the thermostat to determine system performance. If the thermostat is broken, the MSV10 cannot send a poor performance alert report. However, as a safety net, whenever the minimum & maximum temperature settings are exceeded, an alert report will always be send, even if the thermostat is not working.

◊ Sends a monthly check in report to confirm the MSV10 is operating correctly. ◊ Alert reports are transmitted from the MSV10 via a toll free 800-number to SmartWay’s

central monitoring station, which are immediately forwarded to the contractor by fax, email and internet posting (on a private web page at www.smartwayreports.com).

◊ Tech Pad downloads the MSV10 computer with “standard” calibration settings for all types of heating & cooling systems (Gas, Electric & Heat Pump)

◊ Tech Pad downloads the MSV10 computer with standard “set up” values (heat & cool tolerance, min & max temperatures & system delay time)

◊ Tech Pad can be used to manually change default “set up” values and heat calibration settings (“quick heat” calibration).

◊ Option to have the heating & cooling system calculate its own best calibration settings (i.e. “custom” calibration)

◊ Uses existing customer phone line to send alert reports. Won’t interrupt the phone line when being used by customer. Automatically detects when the line becomes available and then sends the alert report.

• Optional Features:

◊ Outdoor Air Temperature Sensor: sends outside air temperature when connected ◊ Water Alert Float Switch: detects water accumulation in drain pan, etc. ◊ Customer Alert Switch (allows customer to manually initiate an alert report)

Percentage Relative Humidity


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• Overview Summary The MSV10 computer unit is the “brain” that interprets information received from the thermostat, the return and supply air sensors and the Tech Pad. The computer unit is mounted near the HVAC system and is wired to the return and supply air sensors, telephone line and thermostat. The return and supply air sensors are installed in the ductwork to monitor temperature, airflow, and relative humidity. An optional outdoor air temperature sensor can be used to monitor outside air temperature (primarily used with heat pump systems). The Tech Pad plugs into the middle jack (RJ-45) located at lower edge of case for entering set up & calibration information and viewing system performance. Every MSV10 is calibrated to the best operating range for the type of HVAC system it’s monitoring. Calibration is done by any of the following three ways:

1. “Standard” Calibration is the default calibration setting from the factory that’s acceptable for most systems. If the standard calibration setting is changed, it can be restored with the Tech Pad

2. “Custom” Calibration is obtained by running a HVAC system for a few minutes and having the MSV10 detect the best calibration setting for that specific system.

3. “Quick Heat” Calibration is a quick way to manually increase or decrease the heat calibration setting with the Tech Pad. Only heat D/T (not cooling) can be adjusted with “Quick Heat” Calibration.

The built in modem connects to the customer’s existing phone line and dials a toll free “800” to send an alert report when a fault is detected.

PART 2: GETTING FAMILIAR WITH THE MSV10 A quick way to learn about the MSV10 is to set up one at a workbench. Just connect it to a 24V transformer and thermostat and follow the simple steps below. You’ll soon see how easy the MSV10 is to use.

• Steps for Getting Familiar with the MSV10 and Tech Pad

1. Connect the 24V transformer & thermostat to the monitor (see the wiring diagram on page 9

or in “Appendix U: Wiring the MSV10 to Your System”)

2. Connect the 2 wires from the metallic silver Supply Air Sensors to terminals # 1 & 2, labeled WHT WHT on the sensor terminal block. The sensor terminal block is the terminal block #2 (middle) located on right side of the circuit board (under the flip open transparent door).


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3. Connect the 4 color coded wires from the black plastic Return Air Sensor to terminals # 3,4,5 & 6 labeled RED, BLK, WHT, GRN on the sensor terminal block (terminal block # 2).

4. Make sure the Power Slide Switch (located in the lower right hand corner of the circuit board) is in the “ON” position.

5. Plug in the Tech Pad into the middle RJ45 jack on the lower edge of the case. The two jacks on each side of the Tech Pad jack are RJ11 jacks for the phone and “Customer Alert” switch.

6. The Tech Pad will boot up and its screen will display the Software Versions for your Tech Pad and MSV10 (Note: software version numbers might change causing yours to be different).

7. The Tech Pad displays the Contractor Code. If this is your SmartWay assigned contractor code, press YES. If this is not your contractor code, press NO and enter your contractor code.

Note: You should have your assigned contractor code from your first MSV10 order. If you don’t know your contractor number, please call SmartWay toll free at 866-743-5663.

The Tech Pad displays the Customer Code. You can enter any number desired, up eight digits, to identify your customer. Many contractor use their customer’s seven digit phone number and, if more than one system, use the eighth digit to identify each.

Press the “YES” key on the Tech Pad to accept this. Always make sure to enter a unique number for each customer (and each customer’s system if more than one).

8. The Tech Pad displays:

STATUS OK

ESM-20 V 4.09 ESM-10 V 2.91

“ESM- 20” refers to the Tech Pad “ESM-10” refers to the MSV10

CUST #12345671 YES OR NO

CONT: 1234 YES OR NO

CONTRACTOR CODE -- -- -- --


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This is the starting point for everything with the MSV10 monitoring system.

Note: When the MSV10 has actually detected a fault condition, instead of "STATUS: OK", the display will show the actual fault (e.g. "F2 FAULT", “TEMP MAX=121” etc.).

9. Turn the thermostat Fan switch to the "ON" position and press the "D/T" key. The Tech Pad displays:

10. Now turn the fan switch to "AUTO" and the screen will display:

11. Turn the thermostat to "HEAT" & raise the temperature at least 10º above the room’s temperature. The Tech Pad displays something like the following:

The first line “HEAT D/T” is the actual temperature split between the return & supply air sensor. Because the MSV10 is not installed, there will be little if any temperature split.

The second line “HEAT CALIB” is what the MSV10 calculates what the D/T should be.

Note: If the “HEAT CALIB” number stays at "0" for more than 60 seconds, you need to calibrate the system for heat (see “Appendix E: Tech Pad CAL +2 Keys”)

12. Now turn the thermostat to “COOL” & lower the temperature at least 10º below the room’s temperature. The display shows something like the following:

The first line “COOL D/T” is the actual temperature split between the return & supply air sensor. Because the MSV10 is not installed, there will be little if any temperature split.

The second line “COOL CALIB” is what the MSV10 computer calculates what the D/T should be.

Note: If the “COOL CALIB” stays at "0" for more than 60 seconds you need to calibrate the system for cool (see “Appendix E: Tech Pad INITIALIZE/RESTORE + 2 Keys”).

13. Now go ahead and explore the MSV10 on your own!

THERMOSTAT IS SET TO FAN

THERMOSTAT IS SET TO IDLE

HEAT D/T 01

HEAT CALIB D/T 55

COOL D/T 01 COOL CALIB D/T 20

Note: When changing from Heat to Cool, it will take approximately 35 seconds before the Cool Calibration D/T is calculated and appears on the screen. This will not happen when the MSV10 is installed in an operating system as changing from Heat to Cool (and vice versa) doesn’t normally occur.

Note: It will take the MSV10 computer approximately 35 seconds to calculate the Heat Calibration D/T before it appears on the screen.


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PART 3: INSTALLING THE MSV10 (V2.0)

• MSV10 System Equipment & Material

Each MSV10 box is shipped from the factory with all material needed for most installations. The following Items are included with each:

◊ (1) MSV10 computer unit enclosed in black plastic element resistant case. ◊ (1) Return Air Sensor (black plastic enclosure) with 8 ft (black) four wire insulated cable ◊ (1) Supply Air Sensor (silver metal) with 8 ft two wire insulated cable ◊ (1) Outdoor Air Temperature Sensor with 3 ft of two wire cable ◊ (1) 7 ft. phone cable & phone junction (“biscuit”) box (not shown in photo) ◊ (1) Alkaline 9V battery (comes separate, be sure to mount on circuit board before installing) ◊ Mounting screws and anchors ◊ Customer Alert Switch (optional accessory) ◊ “Installation & Programming Instructions”: A quick reference instruction booklet for technicians

that explains how to mount, install, configure, troubleshoot, and interpret alert reports. For extra copies call Smartway Solutions toll free 866-743-5663

◊ “Customer Information”: A customer pamphlet that provides an overview of what the MSV10is and how it works.



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• MSV10 INSTALLATION STEPS

1. Turn off the power to the HVAC system

2. Locate the MSV10 between the return air and supply air ducts so the eight (8) foot Supply and Return Air Sensor cables will reach it. It can be mounted on the wall or the return air duct.

3. After selecting the mounting location, drive a sheet metal screw (not supplied), leaving the head of the screw 1/8 in from the wall or duct. Remove the set-screw holding the front cover and swing open. Hook the MSV10 onto the screw and mark the location for the second screw. While holding in place, drive the second mounting screw where marked.

Installation Diagram-Vertical System Installation Diagram-Horizontal System

4. Drill a 1-1/8" hole in the return air duct for installing the black plastic Return Air sensor pod. Mount & secure with sheet metal screws (not included) so the sensor it can’t be exposed to water from a frozen evaporator coil or overflow drip.

5. Drill a ¼” hole in the supply air duct for installing the silver metallic Supply Air sensor. Mount & secure with sheet metal screws (not included) so the sensor is at least 18" downstream from the furnace and/or the evaporator coil.

6. Connect the 2 wires from the silver metallic Supply Air Sensor to terminals # 1 & 2 labeled WHT WHT on the sensor terminal block. The Sensor terminal block is the middle (or #2) terminal block located on right side of the circuit board (under flip open transparent door).

7. Connect the 4 color coded wires from the black plastic Return Air Sensor to terminals # 3,4,5

& 6 labeled RED, BLK, WHT, GRN on the sensor terminal block.

Note: Make sure the power is off to the HVAC system before going further!


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8. Loosen the terminal screws on the MSV10. Connect the system using 5-conductor thermostat

wire (use 6-conductor wire if Heat Pump) between the MSV10 terminal strip and the Furnace/Air Handling Unit terminal strip as shown on the wiring diagrams below.

Note: On Fail Safe “Cool” Heat Pump Systems connect the “B” wire to the MSV10 Y/O terminal and move the #2 DIP Switch (located on the upper left hand side of the circuit board) to the right or ON position.

If you have a digital or programmable thermostat in which you must program the “O” terminal to be a “B” terminal, please see the diagram in Appendix U: Wiring the MSV10 To Your System. Please feel free to call SmartWay toll free (866) 743-5663 for additional assistance.


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General Wiring Diagram

MSV10 (V2.0) Circuit Board Diagram Optional – Outdoor Temperature Sensor: (Used with heat pump systems to report outside air

Close Up of MSV10 (V2.0) Terminal Wiring to Thermostat

MSV10 COMPUTER


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temperature): Mount sensor in a protected outside location. Connect the two wires from the outdoor sensor to the External Temperature Sensor Terminal (see Terminal Block #4 located at top right hand corner as shown on previous page MSV10 Circuit Board diagram).

Note: The MSV10 has a factory default outside air temperature setting of 46º F (Press the “F4” key on the Tech Pad to see outside air temperature readings). This constant setting (46º F) can be used instead of an external air sensor for heat pump systems located in moderate climates (see the “Heat Pump Delta T Chart” in “Appendix T: Useful Charts & Tables”). However, when maximum accuracy is desired, install the outdoor temperature sensor to override the 46º F default setting

9. Check wiring connections & set the thermostat to FAN. 10. Turn on the power to the HVAC system and make sure the MSV10 power switch is in the ON

position. Look at the RED and GREEN LED Alarm Lights labeled CR3 and CR4 located at top right hand corner (just left of Terminal Block 4).

◊ If operating correctly the Green LED (CR4) lights up and the RED LED (labeled CR3) briefly flashes but doesn’t light up.

Note: Always make sure the MSV10 power switch is ON and you have 24V power. If the Tech Pad displays “SYSTEM POWER OFF” you’re running only off the battery. If so, double check the 24V common & ground connection to the MSV10 terminal strip (i.e. make sure there’s 24V between R & C on the terminal strip).

◊ If not operating correctly the GREEN LED will not light up (regardless whether the GREEN or RED LEDs briefly flash). It’s likely that the wiring is shorted to an air sensor. To determine if this is the problem, turn off the power, disconnect the sensor wiring and then turn the power back on. If it powers up correctly repair or replace the bad sensor wiring.

Note: If the wiring is good, but the GREEN LED still doesn’t light up, disconnect all terminal wiring except 24V to the unit and see if powers up. If it does, carefully rewire & check again. If it doesn’t, see “Appendix N: Troubleshooting Tips” for other corrective suggestions and/or contact SmartWay for technical assistance.

11. Plug in the Tech Pad

◊ The Tech Pad displays the current software version of the Tech Pad (identified as “ESM 20”) and the MSV10 unit (identified as “ESM 10”). The following is an example; your software versions may differ.

Note: If the Tech Pad’s display is hard to read, press the LIGHT button on the Tech Pad (lowest row - middle key).

12. The Tech Pad displays the Contractor Code. If this is your contractor code, press YES. If this is not your contractor code, press NO and enter your Contractor Code.

ESM 20 VERS 4.09 ESM 10 VERS 2.91

CONT: 1234 YES OR NO


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Note: If you do not know your contractor code number, please contact SmartWay toll free at 866-743-5663 for your assigned number.

13. The Tech Pad displays Customer #. Enter any number up to 8 digits desired to identify your customer, such as phone or account number.

◊ If not OK, press the “NO” key, enter the correct CUSTOMER # and press the “ENTER” Key” ◊ When the correct CUSTOMER # is displayed, press the “YES” key

14. The Tech Pad displays Access Code. The display should always show 0. Press the “YES” key.

15. Tech Pad then displays “STATUS: OK”

16. Run the FAN without heating or cooling for at least five (5) minutes

◊ Press the “S/A” key to see the Supply Air Temperature (this is an example):

◊ Press the “R/A” key to see the Return Air Temperature (this is an example):

IMPORTANT NOTE: If the temperatures of the Return and Supply Air Sensors are off more than 1º F from each other you can adjust the Supply Sensor to equal the Return Sensor reading.

To do so, press the “CAL/6” key and then the “2” key (“2-TEMP”) and then press the ”YES” key (“ADJ. TEMPERATURE SENSORS YES”). At the next screen (“RETURN TEMP = XX UP/DN OR ENTER”) check that that Return Air Sensor temperature looks OK. Remember that temperature and then press the “ENTER” key. At the next screen (“SUPPLY TEMP = XX UP/DN OR ENTER”), press the UP or DN key until the Supply Air temperature equals the Return Air temperature.

You do not have to adjust the sensors to your own thermometer readings. Just make sure the Supply Air equals (=) the Return Air temperature reading.

CUSTOMER CODE --- --- --- --- --- --- --- ---

STATUS: OK

Tech Pad with “Status: OK” screen

CONTRACTOR CODE -- -- -- --

ACCESS 0 YES OR NO

SUPPLY AIR TEMP = 72

RETURN AIR TEMP = 73


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◊ Press the “R/H” key to see the Relative Humidity (at the Return Air) (this is an example):

◊ Press the “ENTER” key to return to “Status OK” screen

17. If you have a gas heat system, it is already calibrated. If so, press ENTER and skip to step 22.

◊ If you need to change the type of heating system to Electric Heat or Heat Pump (or you just want restore the MSV10 to the original factory settings) continue the following steps.

◊ Press the RESTORE/INITIALIZE key and then press the 2 key (2 RESTORE).

Note: Do not press 1 INITIALIZE (for more information about the 1 INITIALIZE key, please see Appendix D: Tech Pad “Initialize/Restore” + “1” Keys (1 Initialize)

18. The next screen requests the type of heating system. Select your type of system by pressing “1” for Gas, “2” for Electric or “3” for Heat Pump

19. The screen then changes to “Calculating (Gas or Electric or HP) Set Up” while the MSV10is calculating. The following example shows “Calculating Electric Set Up”, but it could be “Calculating Electric Set Up” or “Calculating HP Set Up”.

20. The next screen requests you select the (Air) “Sensor Type”. Press the “3” key (MSV) for the MSV10. Do not select “1 ESM”. “ESM” is used only for early version monitors (i.e. “blue metal case” MS10 monitors).

21. After the MSV10 has finished calculating, it displays “Resetting Unit Please Wait”

HEAT: 1 GAS 2 ELECT 3 HP

CALCULATING ELECT SET UP

RESETTING UNIT PLEASE WAIT

1 INTIALIZE 2 RESTORE

RETURN AIR R/H = 52%

STATUS OK

SENSOR TYPE? 1 ESM 3 MSV


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22. After resetting, the screen will again show the software version and then repeat the Customer # confirmation screens (see previous step #’s 11) and finish with “Status OK” screen.

Note: If the display asks you for Contractor and Access Code numbers, just enter your company’s Contractor Code number and enter “0” (zero) for the Access Code number

23. Start the HVAC system in the appropriate mode (Cool or Heat). Press the “D/T” key (upper right hand key on Tech Pad) to view the temperature difference between the return & supply air as it rises (in heat) or falls (in cool).

Note: If Gas Heat and the “HEAT D/T” rises above 80º F, we recommend that you should either: 1) increase your blower one speed higher or 2) increase your CALC D/T by using the “Quick Heat” Calibration (i.e. press the # “CAL/6” key, then the # “4” key and then press the ‘UP” key until the desired D/T is reached. See Appendix H: Tech Pad “6” + “4” Keys (4 D/T) for more information).

24. Connect a phone line from the RJ11 phone jack located at the lower left side of

the circuit board to any convenient phone jack. If a phone jack is not available, please see “Appendix M: Wiring a Telephone Connection” for help in connecting a phone line.

25. Manually send your first alert report to verify the phone line is correctly connected and that the MSV10 is communicating with SmartWay’s central station. To manually send a report:

a. Make sure the customer’s phone is not in use and then

b. Press the “CLEAR” button for approximately ten (10) seconds until the RED LED light shines steady (along with the GREEN LED). (The CLEAR button is a small white push button located above the ON/OFF Power Slide Switch between the white “header” posts on circuit board)

Note: If after about 20 seconds the RED LED starts blinking:

♦ The house’s phone is in use or ♦ The Contractor Code # is incorrectly programmed to “0” (zero) or ♦ The phone line is faulty.

For more correction tips please see “Appendix N: Troubleshooting Tips” (Phone & Fax Troubleshooting).

c. The RED and GREEN LED lights will shine steady for about 30-60 seconds out while the modem dials out.

d. The RED LED lights will briefly flash when monitor connects to central station and then continue to shine steady while transmitting data.

e. The RED LED will go out and the GREEN LED will continue to shine steady when the data has been successfully transmitted to the central station.

Temperature D/T reading increases until HEAT stabilized

Note: The Calculated D/T # takes up to 35 seconds for the MSV10 computer to calculate & display it on the screen.

HEAT D/T 40 CALC D/T 55

STATUS: OK


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Note: If the RED LED starts blinking: the MSV10 did not connect to the central station (usually due to busy external phone lines) and the report was not transmitted. Try once more to manually send a report by again pressing the CLEAR button for approximately 10 seconds until both the RED and GREEN LEDs shine steady (while the modem again dials out).

26. Unplug the Tech Pad and fasten the cover over the MSV10 circuit board. The installation is now completed.

PART 4: STANDARD CALIBRATION & “SET UP” VALUES

• Standard Calibration

The best possible temperature difference between the return & supply air sensors is the “Calibrated D/T” or “Calculated D/T” (“D/T” stands for “Delta T” or “Difference in Temperature”). The Calculated D/T is the benchmark that the MSV10 uses to determine whether a system’s correctly operating. Standard Calibration is an industry average D/T which most the heating or cooling systems should operate. Standard Calibration settings for 1) Gas heat w/AC, 2) Electric heat w/AC or 3) Heat Pump (Electric Back Up or Dual Fuel) are stored in the Tech Pad for easy download to the MSV10 computer. The default settings of each are shown on the chart on the next page. Standard Calibrations work very well on most heating & cooling systems. SmartWay recommends adjusting the Standard Calibration settings only when “fine tuning“ is required for special or unusual systems.

• Reasons to Use Standard Calibration:

◊ Quicker Installation: With minimum training tune up and/or installation technicians can install the MSV10.

◊ Less Installation Calls: Standard calibration eliminates having to return for “Custom” Calibrating of Heat in the winter or Cool in the summer

◊ Less Time on the Job: increases job profitability.

Note: Programming the Standard Calibration of a MSV10 from one type of heat to another, is easily done by pressing the “RESTORE” key. (“INIATILIZE” need only be used the first time you program a MSV10) To program a different type of heat’s Standard Calibration follow the steps below:

• How to Program Standard Calibration Settings

1. Press the “INIATILIZE/RESTORE” key

2. Press the “2” key to select “RESTORE”

3. Select the type of HEAT:

◊ Press the “1” key for GAS or ◊ Press the “2” key for ELECT or ◊ Press the “3” key for HP

To again change to another type of heat, follow this same procedure over again i.e. Press the “CAL” key, Press the “2 RESTORE” key, and then Press the “1”, “2” or “3” key.)



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• Changing Standard Calibration Settings It is sometimes desirable to adjust the Standard Calibrated D/T. For further explanation of why this might be necessary and how to make Calibration changes, please see “Appendix H: Tech Pad 6 + 4 Keys (4 DT)” for “Quick Heat” Calibration or “Appendix F: Tech Pad 6 + 1 Keys (1 CALIB)” for “Custom” Calibration.

Standard Set Up Values

MSV10’s are shipped from the factory with Standard Set Up values (shown in chart on next page) that are usually right for most systems.

◊ Tolerance Range: The number of degrees the temperature can vary (above or below) the Calibrated D/T before an alert report is sent.

◊ Trip Range: The actual minimum & maximum D/Ts permitted. When the system's actual D/T goes above the maximum D/T (or below the minimum D/T) an alert report is sent.

◊ Time Delay Settings: The time a fault must exist before an alert report is sent. Should usually be at least the time it takes the HVAC system to stabilize.

◊ Temperature Alarm Settings: The minimum and maximum air temperature permitted at the return air sensor. If either is exceeded, an alert report is sent.

• Changing Standard Set Up Values

It is sometimes desirable to change the Standard Set Up Values. Please see “Appendix C: Tech Pad Set Up Key” for why this might be necessary and how to make changes.

• Chart: Standard Calibration Settings and Standard Set Up Values

Type of System

Standard

Calibration D/T

(Temperature Rise/Fall)

Standard

Calibration Tolerance

Range (+ or -)

Trip Range Low

Trip Range High

Time Delay

Setting

Temp Alarm Setting

MIN

Temp Alarm Setting

MAX

Gas Heat

(with) A/C (at 50% RH)

55º

18º

20º

6º

35º

12º

75º

24º

20 Mins 40º 120º

Electric Heat

(with) A/C (at 50% RH)

30º

18º

12º

6º

18º

12º

42º

24º

20 Mins 40º 120º

Heat Pump Only

Cool Mode (at 50% RH)

24º

18º

10º

6º

14º

12º

34º

24º

20 Mins 40º 120º

HP w/Electric BackUp 1st Stage 2nd Stage

1st & 2nd Stage Combined

24º 30º

51º-55º

10º

10º

14º

41º-45º

34º

61º-65º

20 Mins 40º 120º

HP w/Gas (Dual Fuel) 1st Stage Only 2nd Stage Only

One Stage Operates at a Time

24º 55º

10º 10º

14º 45º

34º 65º

20 Mins 40º 120º


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Note: On Heat Pump systems, the default 24º-heat rise is based on 46º outside air temperature. This heat D/T will change as the outdoor temperature changes. For a better understanding of the relationship between outdoor temperature and temperature rise (D/T), please see the “Heat Pump Delta T Chart” in “Appendix T: Useful Charts and Tables”.

REFERENCE SECTION

APPENDIX A: TECH PAD “S/A”, “R/A”, “R/H”, “D/T” AND “F1”, “F2”, “F3” & “F4” KEYS

Return & supply sensor temperature, humidity and operating conditions readings can be viewed with the Tech Pad:

1. Press the “S/A” key to see the Supply Air Temperature (“XX” represents numbers)

2. Press the “R/A” key to see the Return Air Temperature

3. Press the “R/H” key to see the Relative Humidity (at the Return Air)

4. Press the “D/T” key to see the temperature difference between the return & supply air as it rises (in heat) or falls (in cool).


SUPPLY AIR TEMP = XX

RETURN AIR TEMP = XX

RETURN AIR R/H = XX%

HEAT D/T XX HEAT CALIB D/T XX

Actual Temp Split Reading What the MSV10 Calculates the Temp Split Should Be.

Note: Calculating the Calibrated D/T takes approximately 35 seconds before being displayed

The top row keys are (from left to right) the Supply Air (S/A), Return Air (R/A), Relative Humidity (R/H) and Delta “T” (D/T).

The second row keys are the three “Feature” (or “F”) and “External Air” keys. The F1 is only used with “normally open” sensor switches, F2 can be used with “normally open” or “normally closed” sensor switches, F3 is reserved for future use and External Air displays the outside air temperature.


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5. Press the “F1” key to see the status of the “F1” sensor switch. Only “normally open” switches can be used on the F1 terminal so the FI Input should read “OPEN” unless it’s in a fault condition, in which case it would read “CLOSED”.

The F1 switch will trip only when the system is active (i.e. Cool, Heat or Fan) but the report won’t be transmitted until the switch has been closed for the “Time Delay Setting” (the default Time Delay Setting is 20 minutes; see Part 4: Standard Calibration & Set Up Values).

6. Press the “F2” key to see the status of the “F2” sensor switch. Unlike the F1 terminal, both normally open and normally closed switches can be used on the F2 terminal. Therefore, depending on the switch used, the F2 input can read either “OPEN” or “CLOSED” when in a fault condition. The F2 input is default set to “normally open”. To change to “normally closed” setting, move the #1 DIP Switch (located on the upper left side of the circuit board) to the right or UP Position.

When set to “normally closed” F2 input reads “CLOSED” unless in a fault condition, in which case it will read “OPEN”.

Regardless if normally open or closed, once the F2 switch has been tripped for 3 minutes will

transmit an alert report even if the system is off.

7. The “F3” key is reserved for future use and is currently not used on the MSV10. Pressing the F3 key displays “Not Available on the MS10”. (Note: “MS10” stands for “MSV10”).

8. Press the “External Air” key to see the outside ambient air temperature. If an outdoor

temperature sensor is connected, this key show’s the actual outside air temperature reading. If not connected, the outside air temperature is (by default) a constant 46º F reading.

F2 INPUT = OPEN PRESS ANY KEY

F1 INPUT = OPEN PRESS ANY KEY

NOT AVAILABLE ON ESM 10 UNITS

OUTSIDE AIR TEMP = 46

F2 INPUT = CLOSED PRESS ANY KEY

For a “normally closed” switch move #1 Dip Switch to the UP Position


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APPENDIX B: TECH PAD “ID” KEY

Pressing the ID key allows you to view and change any of the three ID numbers that are entered during the installation of the MSV10. A unique Contractor Code # was assigned to your company when you first registered with SmartWay (for more information on registering, please see “Appendix W: Contacting SmartWay for Assistance”). The Access Code # is always zero (“0”) unless you are otherwise advised

SmartWay’s central monitoring station uses the Contractor and Access Code numbers to send alert reports to the correct contractor.

• CONTRACTOR Code # (up to four digits) Note: Once a Tech Pad has been used to INIATILIZE an MSV10, it will remember your Contractor # and automatically download it into other MSV10 units.

• ACCESS Code # must be “0” (zero)

Note: Tech Pads automatically download “0” (zero) as the correct Access Code # into MSV10 units. If your Tech Pad has any other Access Code numbers, please change them to “0” (zero) unless otherwise advised by SmartWay.

Important Note: Your Contractor & Access ID Codes Are Important Because: ◊ You won’t receive alert reports unless the above numbers are correctly entered. If you

do not have or know your assigned Contact and Access Code numbers, please see “Appendix W: Contacting SmartWay for Assistance”.

◊ The MSV10 (V 2.0)’s modem won’t dial out if the Contractor Code # is “0” (zero). This is a precaution against not entering a Contactor number (the default number is zero).

• CUSTOMER Code # (this can be up to 8 numbers)

The Customer’s ID number tells you which customer has sent an alert report.

You can use any number desired up to eight (8) digits. This could be the customer’s account number or their 7-digit phone number - with the last (8th) digit designating which monitor is reporting (if more than one MSV10 is installed at customer’s house).

• To change the ID numbers:

1. Press the “ID” Key on the Tech Pad

2. The Tech Pad displays a Contractor #

3. If not OK, press the “NO” key, enter your correct Contractor # and press the “ENTER” Key”

CONT: XXXX OKAY? YES OR NO

CONTRACTOR CODE --- --- --- ---



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4. When the correct Contractor # is displayed, press the “YES” key

5. The Tech Pad’s display screen now shows Access # (it should be “0”)

6. If not zero (“0”), press the “NO” key, enter “0” as the correct ACCESS # and then press the “ENTER” Key”

7. When the correct ACCESS # (‘0”) is displayed, press the “YES” key

8. The Tech Pad now shows Customer # (enter any 8 digit or less number you want to use to identify your customer such as their phone or account number)

9. If not OK, press the “NO” key, enter the correct CUSTOMER # and press the “ENTER” Key”

10. When the correct CUSTOMER # is displayed, press the “YES” key

APPENDIX C: TECH PAD “SET UP” KEY

The factory Set Up values are usually OK and don’t need to be changed (see the chart of default settings at the end of Part 4: Standard Calibration & Set Up Values). if adjustment is necessary, they can be adjusted as follows:

1. Press the SET UP key on Tech Pad 2. The first screen displays the Heat D/T Tolerance.

This example shows the standard factory setting for Gas Heat. If another type of heat was programmed the Standard Tolerance would be: Electric +/- 12º or Heat Pump +/- 10º.

Note: Tolerance is the number of degrees the operating temperature split (D/T) can vary (+ or -) from the Calibrated D/T before sending an alert report. To change the tolerance, press the “UP” or “DN” key. When the preferred tolerance setting is reached, press the “ENTER” key.

3. The next screen displays the Cool D/T Tolerance.

ACCESS CODE 0 0 0 0

CUSTOMER CODE --- --- --- --- --- --- --- ---

HEAT D/T = +/- 20 UP/DN OR ENTER

COOL D/T = +/- 6 UP/DN OR ENTER

When correctly entered, the Access Code should read “zero”.



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All standard factory settings for Cool Tolerance are +/- 6º, regardless of the type of heating system. To change the tolerance setting, press the “UP” or “DN” key. When preferred tolerance is reached, press the “ENTER” key.

4. The next screen displays the System Delay Time.

The standard factory setting for the System Delay Time is 20 minutes except for heat pumps which is 30 minute to allow for defrost cycle. This is the length of time a fault must exist before an alert report is sent. During this time the MSV10computer will check & recheck to see if the fault continues to exist.

To change the System Delay Time, press the “UP” or “DN” key. When the preferred Delay Time is reached, press the “ENTER” key. Note: make sure that the System Delay Time is set to the time it takes for the system to stabilize after start up. We recommend that this setting not be less than 12 minutes. Important Note: The following fault conditions have factory set delay times that are not overridden by the System Delay Time. These alert reports are sent after being tripped the following number of minutes:

◊ MIN & MAX Temperature Alert Reports: System Delay Time is 5 Minutes ◊ F2 Alert Reports: System Delay Time 3 Minutes

5. The next screen displays the Minimum Temperature Alarm If the air temperature surrounding the return air sensor drops below this number, an alert report is sent (even if the HVAC system is turned off). The standard factory setting for the Minimum Temperature Alarm is 40º for all types of systems. To change the Minimum Temperature Alarm, press the “UP” or “DN” key. When preferred temperature is reached, press the “ENTER” key. Note: In colder climates it may be preferable to adjust this to 50º or 60º to allow extra response time. We recommend you ask your customer what set back temperature they use at night or while away from home.

6. The next screen displays the Maximum Temperature Alarm

If the air temperature at the return air sensor rises above this number, an alert report is sent (even if the HVAC system is turned off). The standard factory setting for the Minimum Temperature Alarm is 120º for all types of systems. To change the Maximum Temperature Alarm, press the “UP” or “DN” key. When the preferred temperature is reached, press the “ENTER” key.

SYSTEM DELAY = 20 UP/DN OR ENTER

MIN TEMP = 40 UP/DN OR ENTER

MAX TEMP = 120 UP/DN OR ENTER


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Note: If the return air runs outside the conditioned space (such as an attic or roof top unit) you may need to adjust the MIN and MAX settings accordingly.

APPENDIX D: TECH PAD “INITIALIZE/RESTORE” + “1” KEYS (1 INITIALIZE) Initialize the 1st Time You Use the MSV10

The “Initialize” key has three purposes:

• To allow the Tech Pad to be used on four (4) different types of SmartWay monitors: the MSV10 “Casey” (forced air system) Monitor and three other monitoring units (all now discontinued): the MS20 “PAL” Area Temperature Monitor, the MS150 “Cold PRO” Refrigeration Monitor and the MS150H “Hydro PRO” Hydronic/Boiler Heat Monitor.

• To permit the Tech Pad to download basic instructions to the monitor selected, such as Contractor & Access Code #’s and factory default settings.

• To select the type of Air Sensor being used (“MSV” for MSV10 units – see step 3 below)

IMPORTANT NOTE: It is only necessary to “Initialize” each time you change from one SmartWay type of monitor to another, e.g. a “Cold PRO” to an MSV10. Once initialized as an MSV10 there is no need to initialize again unless changing to another type of SmartWay monitor, e.g. from an MSV10 to a “Cold PRO”. Should you need to make set up changes after initialized as an MSV10 just use the RESTORE Key (see page 24 - “Appendix E: Tech Pad CAL +2 Keys – 2 RESTORE”).

To Initialize the MSV10:

1. Press the “INIATILIZE/RESTORE” key and then press the “1” key to “Initialize” the MSV10 (i.e. “1 INITIALIZE”).

2. The display requests type of monitor. Press the “1” key for STD (STD means “Standard MSV10” unit). Do not select the 2 PAL, 3 COLD or 4 HYDRO keys. Those keys are to set up other types of SmartWay monitors.

3. The next screen requests you select the (Air) “Sensor Type”. Press the “3” (MSV) key for the MSV10 unit. Do not select “1 ESM”. “ESM” Sensor Type is only used only for early version “blue metal case” MS10 monitors.

4. The display will then show “Please Wait Initializing” (while the Tech Pad initializing the MSV10)

Press the INITIALIZE/ RESTORE” Key & then the “1” Key

SENSOR TYPE? 1 ESM 3 MSV

1 STD 2 PAL 3 COLD 4 HYDRO

PLEASE WAIT INITIALIZING

1 INITIALIZE 2 RESTORE



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5. The display requests the type of heating system. Select your type of system by pressing “1” for

Gas, “2” for Electric or “3” for Heat Pump

6. The display then changes to “Calculating Gas Set Up” (while the MSV10 is calculating). The following example shows Gas, but it could also be “Calculating Electric Set Up” or “Calculating HP Set Up”.

7. After the MSV10 has finished calculating, the display will again request that you select the (Air) “Sensor Type”. Press the “3” (MSV) key again. The display screen will then read “Resetting Unit Please Wait”

8. Next the display (again) shows the software version and repeats the Customer # confirmation screens and finishes with “Status OK” screen.

Note: If the Tech Pad asks for Contractor and Access Code numbers, just enter your company’s Contractor Code number and enter “0” (zero) for the Access Code number


CALCULATING GAS SET UP


STATUS: OK


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APPENDIX E: TECH PAD “INITIALIZE/RESTORE” + “2” KEYS (2 RESTORE) Changing Heat Mode & Restoring “Standard Calibration”

The “Restore” key has two main purposes:

• To program the MSV10 “Standard Calibration” settings to either Gas Heat with AC or Electric Heat with AC or Heat Pump.

• To program the MSV10 to the original factory “Standard Calibration” settings when the calibration settings have been changed.

Important Note: Restore is an important MSV10 feature. In the event you make a mistake calibrating, you can easily go back to the default Calibration Settings (see chart at the end of “Part 4: Standard Calibration & Set Up Values) by simply pressing the “RESTORE” key.

To Restore the MSV10 to “Standard Calibration” Settings:

1. Press the “INITIALIZE/RESTORE” key and then press the “2” key (i.e. “2 RESTORE”). Do not Press “1 INITIALIZE”

2. Select the type of heating by pressing “1” for Gas, “2” for Electric or “3” for Heat Pump

3. The Tech Pad display screen changes to “Calculating Gas Set Up” (while the MSV10is

calculating). The following display screen example shows Electric, but it could also be “Calculating Gas Set Up” or “Calculating HP Set Up”.

4. After the MSV10 has finished calculating, the display will request that you select the (Air) “Sensor Type”. For the MSV10, always press the “3” (MSV). The display will then read “Resetting Unit Please Wait”

5. The Tech Pad will then show (again) the software version, repeats the Contractor #, Access # &

Customer # confirmation screens and finishes with “Status OK” screen. The factory “Standard Calibration” settings and “Set Up” values are now restored.

1 INITIALIZE 2 RESTORE


CALCULATING ELECT SET UP


STATUS: OK

Press the”Intialize/Restore Key & then the “2” Key



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APPENDIX F: TECH PAD “CAL/6” + “1” KEYS (1 CALIB) “Custom Calibration”

Important Note: Running “Custom” Calibration will overwrite the MSV10 (V 2.0)’s “Standard” (default) Calibration programming. If you are not sure about running Custom Calibration, please review Part 4: Standard Calibration and/or contact SmartWay before proceeding.

• Reasons To Run Custom Calibration

Sometimes the factory Standard Calibration settings are not quite right for a heating & cooling system.

Examples when Custom Calibration might be useful are:

◊ “Mismatched” systems with below average D/Ts ◊ Older or poor airflow systems with below or above average D/Ts ◊ Systems with D/Ts that significantly deviate from Standard Calibration D/Ts.

• How Custom Calibration Works

During Custom Calibration the MSV10 analyzes a system while it’s running in order to calculate its best heating & cooling D/Ts. These “custom” D/Ts override the default “Standard” Calibration D/Ts and are now used as the monitoring “benchmarks”

• If You Run Into Trouble with Custom Calibration

◊ If you make a mistake, or if the computer locks up you can “reboot” the MSV10 (like a PC) by unplugging the Tech Pad and then moving the “Power Slide Switch” (located lower right hand corner on the circuit board) to “OFF” and then back to “ON”. Rebooting restores your last calibration information and allows you to reattempt “Custom Calibrating”.

◊ If you are dissatisfied with the MSV10 settings after running “Custom Calibration”, you can restore “Standard Calibration” by pressing the “CAL” key and then pressing the “2” key “RESTORE” (See ”Appendix G: Tech Pad “6” + “2” Keys (2 RESTORE)”).

• To Run Custom Calibration Follow These Steps:

1. Press the “CAL/6” key on Tech Pad

2. Press the “1” key (1- CALIB)

3. Press the “1” key to calibrate HEAT or the “2” key to calibrate COOL or the “3” key to EXIT (quit) custom calibration

Note: If You Pressed the “2” Key to Custom Calibrate COOL, GO TO STEP #5

1-CALIB 2-TEMP 3-HUMD 4-D/T

CALIB 1-HEAT 2-COOL 3-EXIT

Press the “CAL/6”” Key & then the “1” Key



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If “ELEC” selected, go forward o Step # 4B. if “HP” selected go forward to Step # 4C.

4. To Custom Calibrate HEAT (you pressed the “1” key for HEAT)

Important Note: For Heat we recommend you normally use “Quick Heat Calibration” (see “Appendix H: Tech Pad 6 + 4 Keys (4 D/T)”) instead of “Custom Calibration”.

Select the type of heating system. Press the “1” key for Gas or Fuel Oil or the “2” key for Electric or the “3” key for Heat Pump systems.

4A. If you chose 1-GAS/FUEL system:

◊ Enter the system's designed heat CFM (600, 1000, 1200) and then press the “ENTER” key.

◊ Press the YES or NO key to confirm

◊ Enter the HEAT BTU to the nearest thousand. For example enter “80” (K) instead of 79,500. Press the “ENTER” key.


◊ Enter the percent efficiency rating for the GAS/FUEL system.


◊ Turn on the system in HEAT and press any key.

HEAT 1-GAS/FUEL 2-ELEC 3-HP

ENTER HEAT BTU _ _ _ (K)

HEAT BTU: XXX YES OR NO

ENTER EFFICIENCY _ _ %

EFFICIENCY: XX% YES OR NO

TURN ON HEAT PRESS KEY

ENTER HEAT CFM _ _ _ _

HEAT CFM: XXXX YES OR NO

Custom Calibrate Gas/Fuel Heat


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Note: It takes about 35 seconds for the computer to calculate the correct Calibrated D/T.

◊ Custom Calibration will now run for five (5) minutes

◊ When Custom Calibration is finished the MSV10 will beep and the Tech Pad display will return to “Status OKAY”. To view the new Calibrated D/T (also referred to as “CALC D/T’), press the “D/T” key (the following is an example only).

4B. If You Chose 2-ELEC System (Electric System)

If GAS/FUEL selected go back to Step # 4A. If “HP” selected go forward to Step # 4C

◊ Enter the system's designed heat CFM (600, 1000, 1200, etc.) and then press the “ENTER” key.


◊ Enter the HEAT kW to the nearest thousand. For example enter “20” (K) instead of 19.5 (K)


◊ Turn on the system in HEAT and press any key.

CALIBRATION TIME: XX MINS

HEAT DT = 53 CALC DT= 53

ENTER HEAT KW _ _ (K)

HEAT KW: XX YES OR NO

TURN ON HEAT PRESS KEY

ENTER HEAT CFM _ _ _ _

HEAT CFM: XXXX YES OR NO

Custom Calibrate Electric Heat


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◊ Custom Calibration will now run for five (5) minutes

◊ When Custom Calibration is finished the MSV10 will beep and the Tech Pad display will return to “Status OKAY”. To view the new Calibrated D/T (also referred to as “CALC D/T’), press the “D/T” key (the following is an example only).

4C. If You Chose 3-HP System (Heat Pump)

If GAS/FUEL selected go back to Step # 4A. If “ELEC” selected go back to Step # 4B

Important Note: We do not recommend Custom Calibrating Heat Pump Systems. If you believe this is necessary, please contact SmartWay for information.

5. To Custom Calibrate Cool (you pressed the “2” key for COOL in Step #2)

◊ Press “YES” or “NO” key if Heat Pump System

◊ Press the “1” key if 350 CFM, the “2” key if 400 CFM or the “3” if 450 CFM

◊ Press the “YES” or “NO” key to confirm

◊ Turn the on HVAC system to COOL and press any key

◊ Calibration will now run for five (5) minutes


HEAT DT = 23 CALC DT= 25

HEAT PUMP YES OR NO

CFM/TON 1-350 2-400 3-450

CFM/TON: XXX YES OR NO

TURN ON COOL PRESS KEY


Custom Calibrate Heat Pumps

Custom Calibrate Cooling

Note: It takes about 35 seconds for the computer to calculate the correct Calibrated D/T.


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◊ Press any key when COOL Calibration is completed

APPENDIX G: TECH PAD “CAL/6” + “2” or ‘3’ KEYS (2 TEMP or 3 HUMD) “Calibrating Temperature & Humidity Sensors”

The MSV10 uses factory calibrated thermistors for return and supply air temperature sensors. These sensors have been chosen for their accuracy, stability, and ruggedness. While the sensors are all calibrated at the factory, you may occasionally want to re-calibrate them.

• Calibrating the Temperature Sensors:

Note: Recalibrate only if sensors are off by more than 3º or 4º. Also make sure the thermostat system switch is OFF before proceeding.

1. Install the return and supply air sensors into the duct system.

2. Place digital thermometer thermocouple as close as possible to air end tip of the (black) return air sensor pod.

3. Turn on system to FAN only and do not disturb for 5-10 minutes. Let the sensor and thermocouple stabilize.

4. Press the “CAL/6” key on the Tech Pad.

5. Press the “2” key for Temperature

6. Press the “YES” or “NO” key to confirm.

7. Press the “UP” or “DN” keys to adjust the Return Air temperature sensor.

8. Press the “ENTER” key to accept the RETURN TEMP just set.

1-CALIB 2-TEMP 3-HUMID 4-D/T

ADJUST TEMPERATURE SENSOR YES

RETURN TEMP = 77 UP/DN OR ENTER

Press the “CAL/6”

Key then the “2” Key

CALIBRATION DONE PRESS KEY



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9. Now adjust the Supply Air Temperature to the same reading as the Return Air Temperature.

• Calibrating the Humidity Sensor

Note: make sure the sensors have had enough time to stabilize (usually approximately 10 minutes) then proceed as follows:

1. Press “6” on the Tech Pad.

2. Press the “3” key for Humidity 3. Press the “YES” or “NO” key to confirm.

4. Press the “UP” or “DN” keys to adjust the Humidity sensor to match the reading from sling psychrometer or other calibrated test equipment.

5. Press the “ENTER” key to accept the HUMIDITY just set.

APPENDIX H: TECH PAD “6” + “4” KEYS (4 D/T)

“Quick Heat Calibration”

“Quick Heat Calibration” is a fast way to manually adjust the Heat Calibration D/T. Please note, only the Heat Calibrated D/T (not Cool) can be changed this way.

For example, if “Gas Heat” and the “HEAT D/T” rises above 80º F, you could either: 1) increase your blower one speed higher or 2) increase your CALC D/T by using the “Quick Heat” Calibration as follows:

1. Press “6” on the Tech Pad.

SUPPLY TEMP = 77 UP/DN OR ENTER


ADJUST HUMIDITY SENSOR YES

HUMIDITY = 55 UP/DN OR ENTER

Press the

“CAL/6” Key

then the “3” Key

Press the

“CAL/6” Key

then the “4” Key

Note: Make sure (after the system has been on FAN for 5-10 minutes) that the Supply Air Temperature Setting is identical to the Return Air Temperature setting



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2. Press the “4” key for D/T

3. The Calculated D/T is displayed

4. Press the “UP” or “DN” keys to adjust the D/T

5. Press the “ENTER” key to accept the new D/T just set.

APPENDIX I: TECH PAD “TEL/9” KEY “Telephone Prefix Number Programming”

Occasionally a phone system will require a prefix number be dialed in order to get an outside line. One or two digit prefix number(s) can be stored in the MSV10 as follows: 1. Press the “TEL/9” key

2. Press “YES” or “NO” key to change phone prefix (note: NN means no prefix numbers entered)

3. Press the “1” or “2” keys to select the number of digits in the prefix number. Press 3 if no prefix number (for example, if your prefix # is “9”, you would press the “1” Key)

4. Enter the first digit of the prefix number and then press “ENTER”


CALC HEAT D/T 30

CALC HEAT D/T 33

Press the

“TEL9” Key

PHONE PREFIX –NN OKAY? YES OR NO

# PREFIX DIGITS 1, 2 OR 3 = NONE

ENTER IN FIRST DIGIT _

D/T number changes as UP or DN Key is pressed


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5. If you pressed “2” (digits) in Step 3, you will be asked to enter the second digit of the prefix number and then press “ENTER”

6. Press “YES” key to accept the phone prefix number (The example below shows the number “9” entered as the prefix number. The “N” after “9” indicates no 2nd digit.)

APPENDIX J: TECH PAD FAULT CONDITIONS When a fault is detected, the MSV10 checks and re-checks its results for the SYSTEM DELAY TIME before sending an alert report. This is to eliminate nuisance reporting. The default factory System Delay Time is 20 minutes except heat pump which is 30 minutes (all delay time settings are adjustable).

When the MSV10 is in fault mode the circuit board’s RED LED (located at top right corner) light will flash. To see the fault condition, plug in the Tech Pad and the fault will appear immediately after the software screen is displayed.

• Types of Fault Conditions (with examples of Tech Pad display):

1. Delta "T" fault (example):

Note: in this example the actual “COOL D/”T of 22º is 7º higher than the calculated “CALC D/T of 15º. A 7º split is 1º more than the permitted 6º cool tolerance range.

2. Maximum temperature fault (example):

3. Minimum temperature fault (example):


COOL DT = 22 CALC DT= 15

MAX TEMP = 121

MIN TEMP = 39

ENTER IN SECOND DIGIT _

PHONE PREFIX –9N OKAY? YES OR NO

Note: When in a fault condition, the Tech Pad will display the COOL D/T (or HEAT D/T) reading (in this example “22”) offset one space to the right.


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4. Normally open or closed auxiliary switch fault (F1 or F2 faults) (example):

5. Power failure alarm

• Clearing Fault Conditions:

◊ Manually Clearing Fault Condition

You can clear a fault condition by briefly pressing the CLEAR button (the small white push button located above the ON/OFF Power Slide Switch on the MSV10 circuit board). After clearing the fault, press the “Enter” key on the Tech Pad and the display will then read “STATUS: OK”. Note: Because holding the CLEAR button down (for approximately 7 or more seconds) will manually initiate a report, make sure to only briefly press the CLEAR button to clear a fault condition.

◊ Automatic Clearing of Fault Condition

The MSV10 automatically clears a fault after 18 hours (if it has not been previously manually cleared). After clearing the fault the MSV10 resets itself to an active monitoring state. However, if the fault condition still exists, the MSV1 0will trip again.

Important Note: To prevent a “run away” fault condition, the MSV10 auto resets itself only three (3) times from the same continuous fault condition. It will then “lock out” sending any more alert reports until manually cleared or the monthly check in (which ever comes first).

APPENDIX K: CIRCUIT BOARD RED & GREEN LED INDICATOR LIGHTS The following will describe what the MSV10 Circuit board LED RED & GREEN indicator lights mean: • GREEN LED

◊ Shines Brightly and Constantly: indicates the MSV10 is operating correctly and not in fault condition

◊ Blinks Continuously: indicates the MSV10 is in a fault condition.

◊ Not Illuminated or Dim (not shining brightly): indicates the MSV10 is running off the battery (no 24V); or there maybe a short in the sensor cables or incorrectly wired; or a faulty circuit board.

F1 SWITCH = CLOSED

POWER IS OUT



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• RED LED

◊ Shines Brightly and Constantly: indicates the MSV10 is connecting to SmartWay’s central station computer.

◊ Blinks Continuously: indicates the MSV10 failed to connect with SmartWay’s central station computer.

APPENDIX L: WIRING TELEPHONE CONNECTIONS

If a modular phone jack is not available, you may need to wire the telephone connections directly into a junction box. The MSV10 uses the two center wires of the 4-wire cable. These two wires are red and green. When wiring to a junction box always connect red-to-red and green-to-green. The MSV10 does not use the other two wires, and it is not necessary to wire them up. Note: Telephone company personnel advise that some newer, multi-line installations are paired wires consisting of a blue wire with a thin white stripe or tracer, and a white wire with a thin blue line or tracer is used in place of the red and green wire pair.

For further information you may wish to refer to specialized telephone installation manuals such as Radio Shack's Installing Telephones publication # 62-1060. Important Note Regarding Use with “Tone” Phone Connections: MSV10 monitors only work on “Pulse” phone systems and will not work on “Tone” phone systems at this time. Most areas have “Pulse” phones. To check if “Pulse” is available, set the “Pulse/Tone” switch on any phone to “Pulse” and see if you can dial out. • "Wireless Phone Jack Systems"

If you have a problem in getting to a convenient phone line, you might consider using a “Wireless Phone Jack System” to make a phone connection. Wireless phone jack systems require the house’s wiring have an electrical current to operate. A general electrical outage will disable the wireless phone jack and you will be unable to receive MSV10 “power outage” alert reports.

Splicing into the phone junction (“biscuit”) box

Wiring directly the main phone box (“biscuit”) box


MSV10 Computer


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• “Modular Privacy Adaptor” prevents fax machines, answering machines and computer from picking up or interfering with the MSV10 dial out. In some rare cases, another device (fax, computer, and answering machine) will interfere with the MSV10 operation by seizing the phone line when the MSV10 is trying to dial out. Attaching a “modular privacy adaptor” to the other device(s) phone line can almost always solve these problems. One such “modular privacy adaptor”, the SER2A model is available at Mike Sandman Enterprises, Inc. at http://www.sandman.com/lineshar.html or phone # 630-980-7710 (cost at time of this manual was $6.99 each). If you install a modular privacy adaptor, please explain its operation to the homeowner.

• Important Note: Do not attach a modular privacy adaptor to the MSV10 (V 2.0)’s phone line, as it will interfere with it's built in “tone detector” protector circuit. (See “Appendix I: Tech Pad TEL/9 Key”).

The protector circuit on all MSV10 units works in a different way from other company modular privacy adaptors. If the homeowner is using the phone, the MSV10 will not dial out or cause any interference with the homeowner’s call. Instead the MSV10 will repeatedly try approximately every two minutes to detect a free line.

Once the line is open, the report is immediately transmitted. In the unlikely event the homeowner should pick up the phone while the MSV10 is dialing, unlike the modular privacy adaptor, the line will not go dead. Instead the homeowner will hear the unit dialing and when the transmission is completed (takes less than one minute), the dial tone will be restored.

APPENDIX M: TROUBLESHOOTING TIPS

• Introductory Troubleshooting Comments Taking a few minutes to read this installation manual will help speed up any troubleshooting. If you have a problem, first try the simple solutions shown on the troubleshooting chart on the next page (e.g. check for power, wiring connections, etc.). Don’t make it tougher than it is. Just start with the easy things and you'll do fine.



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• Troubleshooting Chart of Common Problems and Solutions:

“F” Terminal Problems Causes Solutions Tech Pad displays a) “F1 (or F2) = CLOSED” when F1 (or F2) key pressed or b) a normally closed switch is connected to F2 and Tech Pad displays “F2= OPEN”

1) Switch may be incorrectly set to “normally closed” or (F2 only) “normally open”

2) If nothing connected to F1

or F2 terminal, the MSV10 could be “locked up”

1) Make sure switch is set to normally open or normally closed on F2, the #1 DIP switch set to the ON position.

2) Unplug the Tech Pad and turn

the circuit board slide switch to “OFF” & then back to “ON”

Heat Pump Problems Causes Solutions

• “Fail Safe Cool” heat pump thermostats

“Fail Safe Cool” heat pump activates reversing valve in heat cycle

Connect the “B” wire to the Y/O terminal and move the #2 DIP switch to the ON position.

• COOL D/T in heating mode If W2 is connected to return side of outdoor stat a COOL D/T is reported if in defrost over 5 to 8 minutes.

Connect at least one strip to W2 on the back up strip before going to outdoor thermostat

• Low Heat D/T on 2 Speed Carrier heat pump (but operating OK)

Stage 2 latch POT is set to “Zone”

Set Pot to factory “OFF” setting

• Outdoor Temperature Sensor reads 32º

The outdoor sensor circuit is open.

Check cable with cable tester & replace if needed

LED Light/ Power Problems Causes Solutions

• LED light get dim or doesn’t light when power applied

1) Short in sensor wires or MSV10 wired wrong

2) Lack of 24V power from the transformer

1) Check all sensor wires and all terminal connections

2) Disconnect all terminal wires except red & white from transformer to see if other wire(s) are “pulling down” voltage or short. If not, measure to see if 24V present. If not, reconnect. If still no voltage, try reversing red & white wires.

Heat

Pump Problems

LED Light

/Power Problem

“F”

Terminal Problems


37

Phone & Fax Problems Causes Solutions

• No phone jack or line near MSV10 unit.

No easy or inexpensive way to run line.

Use “Wireless Phone Jack” (available from Radio Shack, Kmart, etc.). See “Special Applications” section following this table.

• MSV10 won’t send report and/or report not received after trying to manually initiate a call. Note: to manually initiate a report, make sure you hold the yellow “CLEAR” button down for 7-10 seconds until the LED light goes out. The light should stay off for 1-2 minutes while transmitting and, if succesfully sent, come back on shining steady. For more information see “Part 3 Installing the MSV10”.

• Can’t get MSV10 to send report

and/or report not received after trying to manually initiate a call.

1) Customer is using phone line.

2) Faulty phone connection /

no dial tone. 3) Phone line is not

connected to the correct port.

4) Phone line requires a prefix

number to access an outside phone line

5) Outside phone line (not the

customer’s) is busy. 6) Incorrect Contractor and/or

Access ID #s 7) Your fax machine is not

receiving report

8) Customer fax or answering machine is picking up MSV10 call.

1) Make sure customer phone line clear, then reattempt to manually initiate call (press the CLEAR button for 7-10 seconds).

2) Unplug phone line from MSV10 and test with portable phone for dial tone. Test phone line & check for bad phone wire connections. 3) Connect to the RJ11 port

located lower left side of case. 4) Press the TEL/9 key and

press “1” key to input the necessary phone prefix number.

5) An exterior phone line or the Central Station is busy. Reattempt to manually initiate call (press CLEAR button again for 7-10 seconds).

6) Check ID #s (press ID key) and re-enter if incorrect. Note: If Contractor # is 0, unit will not dial out.

7) Check to make sure your fax is operating correctly and has paper. If so, make sure SmartWay’s has your correct fax number. 7) Attach a “Modular Privacy Adaptor” (see Appendix “M”) between fax/answering machine and its phone jack. This will prevent the fax/answering machine from picking up the outgoing MSV10 call.

Phone & Fax

Problems


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Sensor Problems Causes Solutions

R/A Key displays “Return Air =129”

S/A Key displays “Supply Air =129”

The sensor cable is disconnected or open

Make sure cable is seated into air sensor jack & circuit board jack

Check cable with cable tester & replace if needed

R/A Key displays “Return Air =”31”

S/A Key displays “Supply Air =”31”

The sensor cable is shorted Check cable with cable tester & replace if needed

• R/A or S/A Keys display correct temp, but don’t change when system on

The sensor is in a “dead zone” in duct

Reposition sensor. Make sure S/A is 18” from coil

• S/A & R/A temperature readings are reversed. R/H reading is wrong

The sensor are reversed

Reinstall return & supply air sensors in correct ducts

Tech Pad Problem Causes Solutions

• Keys won’t enter information

1) MSV10 is trying to send an alert report

2) MSV10 has “locked up”

1) Wait until report sent or clear fault condition (briefly press yellow CLEAR button

2) Unplug Tech Pad, turn Power Slide Switch (on MSV10 circuit board) “OFF” & then “ON”

.

• Troubleshooting Tips for Setting up Special Applications

◊ Using (RCA) Wireless Phone Jack Systems Wireless phone jacks can be used to connect the MSV10 to a remote phone jack. These systems come with a base unit, extension unit and 6 ft. of phone cord (#RC 926). Please note a number of rules that must be observed when using wireless phone jack systems:

1. Do not use with a power strip or surge protector. 2. Use a “Modular Privacy Adaptor” between the monitor and the wireless extension unit.

This will prevent the monitor from interrupting customer phone conversations. 3. Only use the wireless phone jack system for phones. 4. Do not use the wireless phone jack system for modems. When wireless phone jack

systems are used, power outage reports cannot be transmitted.

◊ Time Delay Relays If the TDR is set longer than 5 minutes you may want to increase your SYSTEM DELAY TIME so that your system has time to stabilize.

Sensor

Problems

Tech Pad Problems


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◊ Two Speed Cooling Units Most Two Speed units will maintain the same D/T on High or Low speed. This is because the evaporator fan motor changes speed with the 1st and 2nd speed. The 2 or 3 degrees difference should not affect the efficiency of MSV10 problem detection.

◊ Two Stage Cooling Units The MSV10 is less accurate when used on two staged cooling units with different low & high D/Ts. If used in this application, the MSV10 calibrated D/T plus tolerance range must be greater than the cooling unit’s highest operating D/T.

◊ Zone Systems

We suggest that you follow the same procedure used for two speed systems, but be sure to wire the MSV10 to the “leaving side” of the zone control panel.

◊ “Fail Safe Cool” Heat Pump Systems On Fail Safe “Cool” Heat Pump Systems connect the “B” wire to MSV10 Y/O terminal and move the #2 DIP Switch (located on the upper left hand side of the circuit board) to the right or ON position.

◊ High / Low or Two Stage Heat System Use the same procedure as two speed units.

◊ Dual Transformer Systems

Change to indoor single stage transformer. If you use an outdoor transformer and the condenser or heat pump blows a fuse, you will only receive a “POWER OFF” alert report.

◊ Heat Pump Thermostats If you have a heat pump system that activates the reversing valve in the HEAT CYCLE please see the instructions above for “Fail Safe Cool” Heat Pump Systems.

◊ Variable Speed Blowers A variable speed blower is designed to maintain a constant airflow (CFM) even with a change of static pressure on the system. If the static pressure increases due to a dirty filter or grilles closing down, the blower will compensate for this increased pressure and maintain the preset airflow (CFM). This type system should work well with our equipment by maintaining a consistent D/T. No corrections or adjustments are required.

Note: Because the blower can power up as the filter becomes restricted (pulling the dirt through the filter) it may be useful to connect an air filter pressure switch to the "F1" terminal. This switch can send then an alert report if pressure becomes excessive.


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APPENDIX N: THE F1 & F2 AUXILIARY SENSOR TERMINALS You can use any switch or other device that is “normally open” and does not carry voltage to trigger an F1 or F2 fault condition. When a F1 or F2 sensor closes, you will receive an alert report that the “F1 (or F2) IS CLOSED”.

Although the F2 input is default set to “normally open” it can be changed to be used with a “normally closed” device by moving the #1 DIP Switch (located on the upper left side of the circuit board) to the right or UP position. (Please note the F1 input can only be used with a normally open device).

When the #1 DIP Switch is in the UP position and the F2 sensor opens, you will receive an alert report that the “F2 IS OPEN”. Because the sensors connected might vary by customer, it is important to write down in each customer’s file the type of sensor that’s connected to their F1 and/or F2 terminals. • F1 Terminal:

The F1 terminals are monitored only when the system is running and/or the blower is in the “ON” position. The F1 terminals are on a time delay equal to the SYSTEM DELAY TIME, which is default set at 20 minutes (except heat pumps are 30 minutes) but can be adjusted with the “Set Up” key.

When a switch connected to the F1 terminal closes, it must remain closed for SYSTEM DELAY TIME before an alert report is sent to the central station.

◊ Examples of F1 Switches: air pressure switch, sail switch

• F2 Terminal:

The F2 terminal is monitored any time the circuit board is on. It is not tied to the SYSTEM DELAY TIME. The F2 terminal will respond whenever, depending on the DIP switch setting, a normally open or closed switch has been tripped for three (3) minutes.

◊ Examples of F2 Switches: Water Alert Float Switch, Freeze control, Sump pump, etc.

Note: Do not run any power through the F1 or F2 Terminals. The F1 is a normally open electronic contact and the F2 is a normally open or closed electronic contact. They are not designed to allow any current to flow through them. The terminals are connected directly to the microprocessor and will send an alert when they are closed. Connecting an active or live circuit to any "F" terminal will damage the circuit board.

IMPORTANT NOTE: Do not connect Carbon Monoxide (CO) sensors or any other sensor that detects life-threatening conditions. The MSV10 is designed only for HVAC monitoring and does not dispatch emergency personnel.



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APPENDIX O: INSTALLING THE WATER ALERT FLOAT SWITCH

SmartWay’s water alert float switch is a “normally open” sensor for detecting water accumulation that connects to the MSV10 (V 2.0)’s always-active F2 terminal. This switch can be used in any area where water accumulation is a potential problem, such as the condensate drain pan, sump pump drain, etc. This sensor is a plunger type float housed inside a one inch PCV sleeve with holes in its base to allow water inside. There is also a bracket for mounting the sensor to drain pan wall or other support. On its top is a “normally open” switch with two wires for connection to the F2 terminal.

Under normal conditions, gravity pulls the float down to keep the switch in the “normally open” position. When water accumulates 3/8” at the sensor’s base, the float will raise enough to close the normally open switch and immediately send an alarm report to you. This switch can also be used in a condensate drain to detect blockage. Simply remove the float from the PVC sleeve and mount it in a ¾” to 1” “tee” in either the primary or secondary drain. Alternatively, a “Beckett” float switch (available through most supply houses) can also be used. Because this switch is sold “normally closed”, be sure to adjust it to its “normally open” configuration. APPENDIX P: INSTALLING THE CUSTOMER ALERT SWITCH The Customer Alert Switch is used to allow the customer to generate a report from the MSV10 Equipment Monitor. Pressing the Customer Alert Switch for ten seconds generates a report.

Installation: Locate the Customer Alert Switch where the homeowner can easily access it. The switch can be mounted using the two mounting screws or the two-sided adhesive tape. Connect the Customer Alert Switch to its RJ11 port (located third from the left on the lower edge of the MSV10 case) using a standard telephone line.


Water Alert Float Switch (in drain pan)



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APPENDIX Q: FREQUENTLY ASKED QUESTIONS TO CUSTOMER SERVICE REPRESENTATIVES This following are suggested responses for Customer Service Representative to give to customer questions or complaints concerning the MSV10.

• If the customer calls about a shining or blinking red light on the MSV10, just let them know that it’s a normal status indicator light. If the customer says the light is blinking, that can indicate the monitor has detected a fault. Check to see if an alert report has been received for this customer. Assure the customer that the blinking light is a normal MSV10 function.

• There are times that the MSV10 computer is unable to send alert reports. The following are possible reasons why:

1. The thermostat may not be working

In order to send an alert report, the MSV10 computer has to get information from the thermostat. If the thermostat is bad, you cannot receive an alert report for poor HVAC system performance. However, a report will always been sent if the house temperature goes above or below the MIN or MAX temperature settings.

2. Phone line is busy or someone is on the internet

The MSV10 computer won't interrupt an ongoing call, but will wait until the line is clear before sending a report. When this happens the alert report will have the word "DELAYED" printed on it.

3. Our fax machine may have been busy.

Very occasionally a report might be delayed due to a busy fax machine.

4. Power outage to the heating & cooling unit (the power switch to the unit is turned off or defective transformer).

The MSV10 computer waits one hour before sending a power outage alert report. The customer can turn the fan switch to "on" to see if the system has power (if power, they can hear or feel the blower running).

5. Power outage to the house.

Again, the MSV10 computer waits one hour before sending a power outage alert report. If the power was out, but restored within one hour, a power outage alert report is not sent.

6. The MSV10 computer calibration may need to be adjusted.

Some customers are more sensitive to small temperature changes. We need to tighten up our monitoring range in those cases.



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• When the MSV10 HVAC Monitoring System sends a high "Delta T" (the difference in temperature between the return & supply air) or an Air Filter Switch ("F1") alert report, the following script may be useful in getting the customer to check their air filter:

Customer Service Rep Alert Filter Blockage Script

Hello, this is _____________ with _____________. We are the company that installed your heating and air conditioning computer system. If you remember, this is the computer that checks the operation of your system 24 hours a day, 365 days a year. The computer has sent us a high-energy usage alert about your air conditioning & heating system. It appears there might be a problem with the airflow. A few simple checks might allow us to easily fix the problem. ◊ Have you closed down any air vents or supply air grills (the vents in the ceiling, floor or walls

where the air comes out)? YES or NO

If YES - Closing off too many grills to force air into other areas could damage your equipment.

◊ It is important to clean or replace your air filter each month because dirty filters can cost you hundreds of dollars on your electric bill and cause major damage to your outdoor compressor unit. Have you cleaned or replaced your air filter recently? YES or NO

If NO If it's a throw away and is clean, then that's not the problem. If dirty, have them replace the

filter.

If it's a permanent filter, such as an electrostatic filter, have them clean it as follows:

Most permanent filters are a heavy waffle weave of polypropylene fabric. The front (or face) of the filter has a weave with larger openings that allow the larger particles to pass through the face of the filter to the "accumulator chamber". If you look at the rear of the filter you'll notice that the fabric has very fine or small openings to trap the airborne contaminants from going into your living area. To prevent backwards installation, most filters also show the correct airflow direction. To really get a filter clean, you should first vacuum the front (face) to remove the large particles (like animal hair or carpet fibers). If the filter is close to the kitchen, grease accumulation may require spraying it with a household cleaner like "Top Job" or "409". Next use a hose (with the nozzle set on high-pressure flow) to "Back Flush" the filter for 2 or 3 minutes. "Back Flush" means that the water is sprayed into the filter's "small opening side" to push contaminants out the large opening front (face) side. Again, most filters show the correct water flow direction for "Back Flushing". If no, just be sure the water spray is opposite of the "Air Flow" direction. When you're finished, just let it drip dry for 10 minutes or so and you're done for the month. A good way to remember when to clean you filter is when the utility bill shows up each month! Note: If the electrostatic filter was purchased over the radio, at a home show or hardware store, check to see if it has a foam insert inside the filter. If so, we recommend they get rid of that kind of filter, as they are very, very difficult to clean without taking them apart. They restrict the airflow much more than any other type of electrostatic filter.


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APPENDIX R: USEFUL CHARTS & TABLES The following charts and tables will aid your understanding of how the MSV10 works and helps determine the best performance of your customer’s system. • Electric & Gas Heat Formulas and Information

◊ Electric Heat: Heating and Heat Pump formulas, minimum CFM for each, and multipliers for determining amp draw of duct heaters (by voltage)

◊ Gas Heat: Formulas and examples of how to calculate an unknown (or uncertain) BTU, CFM or Temperature Rise.

• Electric Heat Chart

This chart shows the Temperature Rises verses airflow in CFM.

• Gas Delta T: TR = (BTU INPUT X EFFIC) / (CFM X 1.08)

This convenient chart calculates the correct temperature rise (D/T) for many Common BTU, Efficency and CFMs.

• Chart: D/T SENSIBLE BTU’S / (CFM x's 1.08)

This chart (derived from Carrier’s detailed cooling capacities spec. sheet) shows how much more significant are increases in indoor relative humidity (R/H), than outside air temperature, in affecting cooling Delta “T”.

• Cooling Delta T Chart

This chart shows the effect that return air temperature and relative humidity has on the Delta T at 400 CFM.

• Heat Pump Delta T Chart

This chart shows that for every 3º of outdoor air temperature change the temperature rise (Delta T) increases or decreases by 1º.



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Electric Heat Formulas • KW = (TEMP RISE X CFM) /3193 • TEMP RISE = (KW x 3193) / CFM • CFM = (KW x 3193) / TEMP RISE Information

1 KW PRODUCES 3413 BTUH

Should have a minimum of 120 CFM per KW on heat pump systems Multipliers for Determining Amp Draw of Duct Heaters • 208 volts: KW X 4.808 example: 10 KW X 4.808 = 48 AMPS • 220 volts: KW X 4.545 example: 10 KW X 4.545 = 46 AMPS • 230 volts: KW X 4.348 example: 10 KW X 4.348 = 43 AMPS Gas Heat Formulas

TEMP RISE = (BTU INPUT X EFF) / CFM X 1.08)

BTU INPUT = (TEMP RISE / EFF) X (CFM X 1.08)

CFM = (BTU INPUT X EFF) / (1.08 X TEMP RISE)

Example Furnace 80000 BTUs ? BTUs 80000 BTUs Efficiency 80% 80% 80% CFM 1000 1000 ? TEMP RISE ? º 59.3 º 59.3 º Answer to ? (from the formula)

59.3 º

80055 BTU

999.3 CFM


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47


48


49

Cooling D/T Chart


50


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APPENDIX S: WIRING THE MSV10 TO YOUR SYSTEM The diagrams below show the proper wiring connections between the MSV10 thermostat terminals and the terminal strips for conventional, heat pump and fail safe “cool” heat pumps with programmable thermostats:

Note: On all newer Gas Furnaces that have a circuit board, they usually wire in a high temperature limit between the R terminal and the transformer. Connect the R from the MSV10 circuit board between the limit switch and the transformer for maximum protection. Note: On Fail Safe “Cool” Heat Pump Systems connect the “B” wire to MSV10 Y/O terminal and move the #2 DIP Switch (located on the upper left hand side of the circuit board) to the UP position. . If you have a digital or programmable thermostat in which you must program the “O” terminal to be a “B” terminal, please see the diagram in Appendix U: Wiring the MSV10 To Your System. Please feel free to call SmartWay toll free (866) 743-5663 for additional assistance.



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APPENDIX T: MSV10 REPORTS – WAYS TO RECEIVE & HOW TO READ REPORTS This appendix section explains ways to receive and how to read and interpret MSV10 Reports. Reports Can be Received the following Ways:

◊ Fax

Reports are always sent by fax to your designated fax number even if you select other ways of receiving reports, i.e. email and paging.

Fax reports can automatically be redirected to an after hours / weekend fax number (such as an answering service). To have your faxes sent to an after hours number, please advise SmartWay the secondary fax number and weekday and weekend hours to be sent

Please note that reports cannot be sent to more than one fax number at a time.

◊ Email

Reports can also be received by email at no additional charge. Email reports can be received by any valid email address. Please note that SmartWay can send to only one email address. However, you can set your email program to automatically forward to other email addresses. Here’s how to set up the two Microsoft email programs:

Outlook 2003: 1. Open Outlook 2. From the Tools pull down menu, choose ‘Rules and Alerts’ 3. Click the ‘New Rule’ button 4. Select ‘Start from a Blank Rule’ 5. Click ‘Next’ 6. Check the box marked ‘from people or distribution list’ 7. In the box below labeled step 2, click the ‘people or distribution list’ link 8. In the from field type ‘[email protected]’ 9. Click on Next 10. Check the ‘forward it to people or distribution list’ check box 11. In the box below labeled step 2, click the ‘people or distribution list’ link 12. Highlight the people to forward the email to or type their address in the field

labeled ‘To ->’ and press the ‘To -> ‘ button 13. Click the ‘Next button 14. Click the ‘Next button again 15. Click on ‘Finish’ 16. Click on ‘OK’

Outlook Express 6:

1. Open Outlook Express 2. From the Tools pull down menu, choose ‘Message Rules > Mail’ 3. Click the ‘New’ button 4. In the box labeled step 1, check the ‘Where the From line contains people’ box 5. In the box labeled step 2, check the ‘Forward it to people’ box 6. In the box labeled step 3, click the ‘contains people’ link 7. Type in ‘[email protected]’ and click the

‘ADD; button 8. Click the ‘OK’ button 9. In the box labeled step 3, click the ‘people’ link 10. Click on ‘Address Book’ 11. Highlight the people to forward the email to and press the ‘Forward To -> ‘ button

(If the people you want to forward to are not in your address book, add them to your address book using the ‘New Contact’ button)

12. Click the ‘OK’ buttons four times to save your changes



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Most cell phones and PDAs can receive email or “text messages”. This allows technicians in the field to directly retrieve reports. Please note that when sent to a cell phone the reports will be in an abbreviated format.

◊ Web Page

The most recent 20 reports are now immediately posted on a private web page. To view these reports in a table format log onto:

www.smartwayreports.com

At the web page, type in your contractor number and then press the “Generate Report” button. You should then see your most recent 20 reports.

Please note that this page does not automatically “refresh” (show reports that just came in). To refresh your web, click on your browser’s “back” button and press “Generate Report” again.

To view a specific customer’s report history enter your contractor number+customer number (the plus sign between with no spaces) e.g. 9999+5551212

A Sample MSV10 Alert Report with Description by Section

A sample MSV10 alert report is presented with a detailed explanation of each part of the report.

Samples of All Problem Types of MSV10 Alert Reports

◊ Cool Mode: No D/T ◊ Cool Mode: Low D/T ◊ Cool Mode: High D/T ◊ Heat Mode: No D/T ◊ Heat Mode: Low D/T ◊ Heat Mode: High D/T ◊ F1 Switch Problem ◊ F2 Switch Problem ◊ Low Temperature Problem ◊ Power Off 1 Hour ◊ Power Restored ◊ Manually Initiated ◊ Monthly Reporting

MSV10 Troubleshooting Tips by Problem Reported This two page chart shows all the types of problems that can be reported by the MSV10, how the problem will read on the MSV10 alert report and troubleshooting tips to solve each problem.


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A Sample MSV10 Alert Report ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* 1 DATE: 09-15-00 EASTERN STANDARD TIME: 21:34:53

2 ATTN: ACME A/C & HEATING CO

3 YOUR CUSTOMER NUMBER: 12345678

4 IS REPORTING A COOL D/T PROBLEM

5 THIS UNIT WAS ACTIVATED OR RENEWED ON 11/1999

6 READINGS AT THE TIME THIS REPORT WAS FAXED WERE: 7 Current Return Air Temperature………..……...: 85

8 Current Supply Air Temperature…………….....: 75 9 Current Relative Humidity %……………………: 34

10 System Delay Setting………………………..…: 20 11 External Temperature……………………….….: 90

12 -Hours of Operation- Cooling……………………………………………....: 19 Heating……………………………………………....: 14 Fan…………………………………………………...: 33

13 Unit is set to COOL

14 The MSV10 calculated D/T is: 23 15 This unit at the time of fault had a D/T of: 10 16 Low D/T is usually caused by a LOW FREON LEVEL

17 Other causes may be: Dirty condenser Bad compressor valves High head pressure Partial restriction on liquid side Bad time delay relay or relay set too long

18 ***ATTENTION-YOUR FAX DID NOT RESPOND, REPORT IS DELAYED*** Please see the next page for a description of each numbered (1-18) item on this sample alert report.


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Explanation Of Each Section Of The Sample Alert Report

1. Date & time transmitted: The local date & time the alert report was faxed to you 2. Contact name: Your (contractor) company name. 3. Your customer number: Any eight-digit customer number desired. Some contractors use the

customer's seven-digit phone number with the 8th digit used to represent the unit being reported (customer's with more than one HVAC system with two or more MSV10 reporting).

4. Problem being reported: The type of problem reported (i.e. Cool D/T, Heat D/T, F1 Switch, F2

Switch, Power Off, Power On, and High Temp. Alarm, Low Temp Alarm, Call Manually Initiated or Monthly Check In).

5. Activation or renewed date: This is the activation (installation) date of the MSV10 unit.

6. Readings at the time this report was faxed were: This is the sensor data and monitor

calculation at the time the alert report was transmitted to SmartWay’s central station.

Note: The MSV10 may be delayed in transmitting the alert report if the customer’s phone is busy or out of service. If so, the D/T at the time the fault is detected can differ from the D/T at the time the report was faxed.

7. Current return air temperature: The return air temperature when the report was transmitted.

Note: this may be different than the actual return air temperature at the time the fault was detected – see item 6.

8. Current supply air temperature: The supply air temperature when the report was transmitted.

Note: this may be different than the actual supply air temperature at the time the fault was detected – see item 6.

9. Current relative humidity %: The relative humidity % (located in the return air sensor) when the report was transmitted. Note: this may be different than the actual relative humidity at the time the fault was detected – see item 6.

10. System Delay Setting: The amount of time the MSV10 will wait after a fault condition is

detected before transmitting an alert report. This time is factory set for 20 minutes (but can be adjusted during monitor set up (see “Appendix C: Tech Pad Set Up Key”). The delay setting is usually the time it takes for the HVAC system to stabilize.

11. External Temperature: The outside ambient air temperature is included in the alert report when

the Outdoor Temperature Sensor is connected. The Outdoor Temperature Sensor is required on heat pump systems, but can also be used with conventional systems when outside temperature is desired.

12. Hours Of Operation: shows the hours each mode has been operating, i.e. Cooling, Heating and

Fan. This information is useful for scheduling routine maintenance service and air filter cleaning.

13. Mode Setting: Shows the operating mode the unit at time of the alert report.


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14. The MSV10 calculated D/T is: This is what the D/T should have been (as calculated by MSV10) when the problem was detected.

15. This unit at the time of fault had a D/T of: This is the calculated D/T by the MSV10 at time of

fault (what the actual D/T should have been when the problem was detected). Note: If the customer’s phone was busy when the fault was detected, the D/T at time of fault can be different that the difference between the Current Return Air Temperature and the Current Supply Air Temperature (see item 6 on previous page)

16. Low D/T is usually caused by …: This line advises the primary reason why most HVAC

systems have this problem.

17. Other causes may be: This is a list of other possible reasons for the fault condition. Item 16 (above) and these suggestions provide troubleshooting information for quicker repair and proper service technician dispatch.

18. Attention-your fax did not respond, report is delayed: This advises that your fax machine

was busy or the telephone company’s circuit / outside line was busy when the central station first attempted to fax the alert report to you.


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Cool Mode: No D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING A COOL D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 75 Current Supply Air Temperature…………….…..: 76 Current Relative Humidity %……………………..: 48 System Delay Setting……………………………..: 13 -Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to COOL The MSV10 calculated D/T is: 15 This unit, at the time of the fault had a D/T of: 0 Thermostat is calling for Cool and the compressor is not running. Possible problems are: Power off to condenser; Blown fuse or breaker Control wire broken; Contactor open Time delay relay defective; Safety switch open Float switch or condensate pump circuit open Low on freon; Valves in compressor bad Compressor out due to internal overload


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Cool Mode: Low D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING A COOL D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 85 Current Supply Air Temperature…………….…..: 75 Current Relative Humidity %……………………..: 34 System Delay Setting……………………………..: 20

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to COOL The MSV10 calculated D/T is: 23 This unit, at the time of the fault had a D/T of: 10 LOW D/T is usually caused by a LOW FREON LEVEL. Other causes may be: Dirty condenser Bad compressor valves High head pressure Partial restriction on liquid side Bad time delay relay or relay set too long


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Cool Mode: High D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING A COOL D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 68 Current Supply Air Temperature…………….…..: 64 Current Relative Humidity %……………………..: 42 System Delay Setting……………………………..: 15

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to COOL The MSV10 calculated D/T is: 20 This unit, at the time of the fault had a D/T of: 39 HIGH D/T is usually caused by a DIRTY FILTER Other causes may be: If Return temp. is high, there may be RETURN AIR LEAKS Low airflow Evaporator freezing up System overcharge Grilles or dampers closed Zone control system shutting down


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Heat Mode: No D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 12-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING HEAT D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 72 Current Supply Air Temperature…………….…..: 72 Current Relative Humidity %……………………..: 31 System Delay Setting……………………………..: 20

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to HEAT The MSV10 calculated D/T is: 55 This unit, at the time of the fault had a D/T of: 0 Thermostat is calling for Heat but the unit is not running. Possible ELECTRIC HEAT causes may be: * Control problem * Control wire broken * Contactor Open * * Sequencer Bad * Burnt Wires * Fuse Link Open * Open Heat Strips Possible GAS HEAT causes may be: * Pilot out * Vent Safety Switch Tripped * Flame Rollout Switch Open *

* Gas Valve OFF * Thermocouple / Igniter Probe Defective * Blower Door Open or Door Switch Bad *


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Heat Mode: Low D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 12-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING HEAT D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 68 Current Supply Air Temperature…………….…..: 77 Current Relative Humidity %……………………..: 52 System Delay Setting……………………………..: 12

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to HEAT The MSV10 calculated D/T is: 57 This unit, at the time of the fault had a D/T of: 9 This unit is not putting out enough heat (LOW D/T) Possible ELECTRIC HEAT causes may be: LOW D/T is usually caused by one or more Heating elements not working Dirty Heat Exchanger High airflow Check system delay time Possible GAS HEAT causes may be:

LOW D/T is usually caused by LOW GAS PRESSURE Restricted Burners High airflow Check system delay time


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Heat Mode: High D/T Reading ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 12-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING HEAT D/T PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 72 Current Supply Air Temperature…………….…..: 154 Current Relative Humidity %……………………..: 34 System Delay Setting……………………………..: 20

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 Unit is set to HEAT The MSV10 calculated D/T is: 55 This unit, at the time of the fault had a D/T of: 82 Thermostat TOO HIGH at unit output (HIGH D/T). Possible ELECTRIC HEAT causes may be: This is usually caused by a DIRTY FILTER Blocked evaporator coil Low or restricted airflow Grilles closed Zone control closing down (Increase D/T Tolerance)+- Possible GAS HEAT causes may be: This is usually caused by a DIRTY FILTER Over firing

High gas pressure Blocked evaporator coil Low or restricted airflow Grilles closed Zone control closing down (Increase D/T tolerance)


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F1 Switch Problem ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING AN F1 SWITCH CLOSED PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 72 Current Supply Air Temperature…………….…..: 67 Current Relative Humidity %……………………..: 60 System Delay Setting……………………………..: 12

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 The sensor connected to the F1 terminal has tripped. The F1 terminal often connects to a pressure switch. If so, when this switch trips, it usually indicates a DIRTY FILTER.


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F2 Sensor ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING AN F2 SWITCH CLOSED PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 70 Current Supply Air Temperature…………….…..: 69 Current Relative Humidity %……………………..: 56 System Delay Setting……………………………..: 13

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 The sensor connected to the F2 terminal has tripped. The F2 terminal usually connects to a WATER ALERT FLOAT SWITCH

When the switch trips, it usually indicates WATER in the system drip pan or wherever the WATER sensor has been installed.


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Low Temperature Problem ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 12-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING TEMPERATURE LESS THAN MINIMUM PROBLEM THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 39 Minimum Temperature Setting..…………….…..: 40 Current Relative Humidity %……………………..: 51 System Delay Setting……………………………..: 12

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 A temperature has been recorded which is LOWER than the MINIMUM setting for this unit.

There may be a FREEZE DANGER OR A sensor may need to be recalibrated


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Power Outage ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING THAT POWER HAS BEEN OFF FOR 1 HOUR THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 84 Current Supply Air Temperature…………….…..: 84 Current Relative Humidity %……………………..: 56 System Delay Setting……………………………..: 12

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17 POWER OUT at the furnace / A.C. system can be caused by a general power outage or

a TRIPPED BREAKER at the system


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Power Restored ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2000 EASTERN STANDARD TIME: 22-13-29 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING THAT POWER HAS BEEN RESTORED THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 84 Current Supply Air Temperature…………….…..: 84 Current Relative Humidity %……………………..: 56 System Delay Setting……………………………..: 12

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17


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Manually Initiated ******************************************************************* SMARTWAY ALERT REPORT FROM YOUR CUSTOMER ******************************************************************* DATE: 09-15-2006 EASTERN STANDARD TIME: 21-24-53 ATTN: ACME A/C & HEATING CO. YOUR CUSTOMER NUMBER: 12345678 IS REPORTING THIS CALL HAS BEEN MANUALLY INITIATED PHONE LINE STATUS: NORMAL THIS UNIT WAS ACTIVATED OR RENEWED 11/1999 READINGS AT THE TIME THE REPORT WAS FAXED WERE: Current Return Air Temperature…………….…..: 70 Current Supply Air Temperature…………….…..: 93 Current Relative Humidity %……………………..: 53 External Temperature…………………………….: 69 SET UP VALUES ARE: Heat D/T Tolerance (+/-)………………………….: 10 ***WARNING *** RECOMMENDED HEAT TOLERANCE = +/- 15 Cool D/T Tolerance (+/-)………………………….: 8 System Delay Time………………………………..: 2 ***WARNING *** SYSTEM DELAY TIME SHOULD BE AT LEAST 10 MINUTES Type of Heating Unit………………………………: GAS/FUEL KW or BTU for Heating……………………………: 49 000 BTU Heater Efficiency Factor (%)……………………...: 80 Heating CFM………………………………………..: 800 Cool CFM……………………………………………: 400/TON Minimum Temp.Alarm……………………………..: 40 Maximum Temp.Alarm……………………………..: 120

-Hours of Operation- Cooling………………………………………………: 22 Heating………………………………………………: 43 Fan…………………………………………………..: 17


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Monthly Check-In (A batch report of all monthly check-ins for MSV10 units during previous 15 days. These are transmitted on the 1st and 15th of each month)

********************************************************************************* SmartWay Monthly Check-In Date: 09-11-00 20:56:41 Customer #: 12345678 Return Temperature: 72 Supply Temperature: 53 Relative Humidity: 49 Calculated D/T: 19 ********************************************************************************* SmartWay Monthly Check-In Date: 09-12-00 22:09:06 Customer #: 23456789 Return Temperature: 77 Supply Temperature: 59 Relative Humidity: 64 Calculated D/T: 12 SmartWay Monthly Check-In Date: 09-13-00 01:29:13 Customer #: 34567891 Return Temperature: 75 Supply Temperature: 70 Relative Humidity: 53 Calculated D/T: 16 ********************************************************************************* SmartWay Monthly Check-In Date: 09-14-00 01:32:40 Customer #: 45678912 Return Temperature: 76 Supply Temperature: 56 Relative Humidity: 62 Calculated D/T: 21


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Type of Your Customer Number XXXX Troubleshooting Tips Problem Is Reporting (Possible problems to check for)

• A Cool D/T Problem No D/T Example: > Power off to condenser; Blown fuse or breaker The MSV10 calculated D/T is: 15 > Control wire broken; Contactor open This unit at time of fault had a D/T of: 0 > Time delay relay defective; Safety switch open Thermostat is calling for Cool & > Float switch or condensate pump circuit open the compressor isn't running. > Low on freon; Valves in compressor bad > Compressor out due to internal overload Low D/T Example: > Dirty condenser The MSV10 calculated D/T is: 18 > Bad compressor valves This unit at time of fault had a D/T of: 7 > High head pressure Low D/T is usually caused by a LOW > Partial restriction on liquid side FREON LEVEL > Bad time delay relay or relay set too long High D/T Example: > If return temp. is high, there may be RETURN

The MSV10 calculated D/T is: 20 AIR LEAKS This unit at time of fault had a D/T of: 39 > Low air flow High D/T is usually caused by a > Evaporator freezing up DIRTY FILTER > System overcharge > Grilles or dampers closed > Zone control system shutting down

• A Heat D/T Problem No D/T Example: > Possible ELECTRIC HEAT causes may be: The MSV10 calculated D/T is: 55 • Control problem This unit at time of fault had a D/T of: 0 • Control wire broken Thermostat is calling for Heat but the • Contactor open unit is not running > Possible GAS HEAT causes may be: • Pilot out • Vent safety gas valve off • Door switch open Low D/T Example: > Possible ELECTRIC HEAT causes may be:

The MSV10 calculated D/T is: 57 LOW D/T usually caused by one or

more This unit at time of fault had a D/T of: 9 • Heating Elements not working. This unit is not putting out enough • Dirty Heat Exchanger heat (LOW D/T) • High air flow • Check system delay time > Possible GAS HEAT causes may be: • LOW D/T is usually caused by LOW GAS PRESSURE • Restricted Burners • High air flow • Check system delay time (continued next page)

MSV10 Troubleshooting Tips by Problem Reported (See next page for rest of table)


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Type of Your Customer Number XXXX Troubleshooting Tips Problem Is Reporting (Possible problems to check for)

• A Heat D/T Problem (continued) High D/T Example: > Possible ELECTRIC HEAT causes may be:

The MSV10 calculated D/T is: 55 • Usually caused by a DIRTY AIR FILTER The unit at time of fault had a D/T • Blocked evaporator coil of: 82 • Low /restricted air flow • Grilles closed Temperature TOO HIGH at unit • Zone control closing down output (HIGH D/T). (Increase D/T Tolerance) > Possible GAS HEAT causes may be • Usually caused by a DIRTY AIR FILTER • Over firing • High gas pressure • Blocked evaporator coil • Low / restricted air flow • Grilles closed • Zone control closing down (Increase D/T Tolerance)

• F1 Switch Problem An F1 Switch Closed Problem > Sensor connected to the F1 terminal tripped. • The F1 terminal usually connects to a pressure switch. • When the switch trips, it usually indicates a DIRTY FILTER.

• F2 Switch Problem An F2 Switch Closed Problem >The sensor connected to F2 terminal tripped. • The F2 terminal usually connects to a WATER DETECTOR • Switch trips usually indicates WATER in system drip pan or wherever the WATER sensor been installed.

An F2 Switch Open Problem >A normally closed sensor is connected to F2 terminal and the #1 DIP needs to be moved to the right or ON position.

• High Temp Problem Temperature Greater than Maximum > A temperature has been recorded which is Problem GREATER than MAX setting for this unit • May be excessive HEAT DANGER or • A sensor may need to be re-calibrated. • Low Temp Problem Temperature Less than Minimum > A temperature has been recorded which is Problem LOWER than the MIN setting for this unit • There may be a FREEZE DANGER or • A sensor may need to be re-calibrated. • Power Off 1 Hour That Power Has Been Off for 1 Hour > POWER OUT at the Furnace / A.C. system • May be general POWER OUTAGE or • A TRIPPED BREAKER at the system. • Power Restored That Power Has Been Restored No troubleshooting tips • Manually Initiated Call Was Manually Initiated No troubleshooting tips


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APPENDIX U: CONTACTING SMARTWAY FOR ASSISTANCE

Hours of Assistance

Assistance is Available by phone, fax or email:

• Monday – Friday: 7am to 5 pm CST

Toll Free Technical Assistance

• (866) 743-5663 General troubleshooting assistance. Technicians can call us toll free when experiencing problems at job site.

• (866) 655-6610 Toll free number to Central Station engineer. Technicians can call when experiencing problems in connecting to the Central Station and for general troubleshooting assistance.

Contact Persons

• Sales & Technical Assistance: Fred Rhoads, Marketing

Phone (504) 733-5888

Fax (504) 736-9620

Cell (352) 257-9131

Email [email protected]

Management & Technical Assistance:

• Sonny Knobloch, President Email: [email protected]

• Fred Rhoads, Technical & Marketing Support Email: [email protected]

Toll Free: (866) 743-5663 Phone: (504) 733-5888 Fax: (504) 736-9620

Engineering & Central Station Monitoring Assistance:

• Klaus Hoog, EVP, Central Station & Technical Support Email: [email protected] Toll Free: (866) 655-6610 Phone: (919) 688-6610 Fax: (919) 688-6610 Please call the above if you’re having a problem receiving fax and email reports from a monitor.

Central Station Toll Free Phone Number (phone # that Casey calls): (800) 689-2226 Please call the above “800” number to test the monitor’s phone connection to the central station computer. To test attach a land phone (not cell phone) to the phone cord that plugs into the monitor and dial the above number. If after ringing you hear a fax like whistle the line is good for connecting to the central station. If the phone doesn’t ring or the central station doesn’t pick up, check your phone connections. If you still have a problem call SmartWay’s central station at (866) 655-6610.



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Addresses

• Administration & Sales SmartWay Solutions, Inc. 1309 Dealers Avenue New Orleans, LA 70123

• Engineering & Central Station Monitoring

SmartWay Solutions, Inc. 914 Dacian Avenue Durham, N.C. 27701-1702

Web Sites

• General SmartWay Solutions Information

www.smartwaysolutions.com

• Casey Reports (on the Web)

www.smartwayreports.com

To view most recent twenty (20) reports enter your contractor number

To view a specific customer’s report history enter your contractor number+customer number (the plus sign between with no spaces) e.g. 9999+5551212

casey v2.0 msv10 technical manual - smartway solutions

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