LUTRON 045927 Triathlon Roman Shade Fabrication Kit Instruction Manual

: June 15, 2024
: Lutron

LUTRON 045927 Triathlon Roman Shade Fabrication Kit Instruction Manual

Prepare to Install

IMPORTANT SAFETY NOTICE: Window shades and blinds are subject to industry standards and government regulations intended to enhance safety and to protect children against risk of strangulation from entanglement in cords or bands. Among other things, these standards and regulations govern the treatment of accessible cords or bands, warning labels and hang tags, and the spacing of pleats in finished shades and blinds.
You are responsible for ensuring that your finished window shades or blinds meet all applicable standards and regulations.

Important Notes: Please Read Before Installing
A. Codes: Install in accordance with all local and national electrical codes.
B. Environment: Ambient operating temperature: 32 °F – 104 °F (0 °C – 40 °C), 0 – 90% humidity, non-condensing. Indoor use only.
C. The shade system must be mounted to blocking or other suitable structural material. It is the responsibility of the installer to choose and install fasteners that are appropriate for the mounting surface such that the shade assembly can support a load of 400 lbs (181.4 kg).
D. Maintain sufficient clearance between the moving shade and any object.
E. Mount fixed controls and keep remote controls out of reach of children.
F. DO NOT operate shades if there are visible signs of wear or damage.

Lutron Items

Lift Rings 5-Pack with Screws WIN-RM-SMRNG-5PK (available to be shipped with the kit or separately).

Spring Module WIN-BRM-SPRG (one pre-installed, additional spring modules can be ordered with the shade or separately).

System Lock WIN-BRM-LOCK (one pre-installed, also available separately).

Additional Items You’ll Need

Power Drill
1/4 in (6 mm) Hex-Head Driver
Tape Measure
2 Phillips Screwdriver
PJ2-3BRL-GWH-SXX
Level
D-Cell Batteries

Dimensions

Back-Valance Shade

A Kit depth: 2.25 in (58 mm)
B Kit height: 6.00 in (152 mm)
C Tube-to-headrail clearance: 0.435 in (11 mm) WORKROOM SPECIFIED:
D Headrail depth: min. 2.50 in (64 mm), recommended 3.0 in (76 mm)
E Valance height: recommended 8 in (203 mm)
Dimensions

Front-Valance Shade D

A Kit depth: 2.25 in (58 mm)
B Kit height: 6.00 in (152 mm)
C Tube-to-headrail clearance: 0.435 in (11 mm)
WORKROOM SPECIFIED:
D Headrail depth: min. 2.50 in (64 mm), recommended 3.0 in (76 mm)
E Valance height: recommended 8 in (203 mm)
F Headrail-to-through-grommet: recommended 5 in (127 mm)
Dimensions

Fabric Panel and Lift Cord Placement

A Bracket-to-bracket width; min. 20 in (508 mm); max. 109.5 in (2781 mm)
B Kit height: 6.0 in (152 mm)
C Tube-to-headrail clearance: 0.553 in (14 mm)
WORKROOM SPECIFIED:
D Headrail-to-bracket clearance; min. 1.0 in (25.4 mm) recommended
E Cord-route-to-lift-ring offset: min. 1.0 in (25.4 mm) left or right (0.25 in per 12 in [305 mm] of fabric height recommended)
F Bracket-to-first-cord-route distance; min. 1.5 in (38 mm)
Dimensions

Kit Configuration and Assembly

Attach the Kit to the Board

Fasten the kit (tube-down, as shown), end brackets to the wood board using eight (8) fasteners (4 provided for each bracket) of appropriate type and length for the board material and thickness.
Attach the Kit to the Board

A Board depth: min. 2.50 in (64 mm), recommended 3.0 in (76 mm)
B Kit-to-board-edge (valance side): min. 0.125 in (3 mm)
C Kit-to-board-edge (fabric drop side): max. 0.125 in (3 mm)
D Kit-to-board-end (both ends): min. 1.0 in (25.4 mm)
Attach the Kit to the Board

Back Valance Shade Layout

Front Valance Shade Layout

Lift Cord Attachment

IMPORTANT: Use lift rings for shades up to 80 in (2032 mm) wide. For shades wider than 80 in (2032 mm), use Roman Shade C-Clips from others that are compatible with 1.5 in (38 mm) shade tubes, or other appropriate lift mechaism attachments.

From the front of a Lift Ring, feed the end of a Lift Cord through one of the round holes in the ring, as shown:

From the back of the Lift Ring, tie a knot in the free end of the Lift Cord (a ‘figure-8’ knot is recommended).
Lift Cord Attachment

Pull the knot tight, leaving at least 1/2 in (13 mm) at the free end of the lift cord.
Lift Cord Attachment

Pull the excess Lift Cord back through the hole in the Lift Ring. Slip the cord into the V-notch on one side of the hole as shown:
Lift Cord Attachment

Tuck the knot into the back of the ring against the notch to secure the cord.

Lift Cord Installation

Install Lift Rings on the tube to coincide with the number and spacing of lift cords on the fabric panel.

Lift Rings are made of a flexible material that allows them to be twisted open:

Twist the ends apart in opposite directions. Slip one end over the tube, and the other end under the tube, then allow the ring to un-twist and wrap around the tube.
Lift Cord Installation

Slide the Lift Ring along the tube, aligning it with a lift cord position.
Lift Cord Installation

Install a Lift Ring screw as shown to secure the Lift Ring to the tube.

Spring-Balancing the Shade

Add a Spring Module

IMPORTANT: The system lock must be in place and engaged while adding or removing spring modules. Springs can only be added or removed when the shade is at its lower limit.
Do not remove the spring locking pin until the spring module is fully installed. Removing the spring locking pin early will permanently damage the spring module.

Loosen, but do not remove, the two (2) spring retention plate securing screws.

Slide the spring retention plate along the housing, away from the installed spring modules.

Remove the yellow label from the spring module and insert it into the housing as shown, in line with the already-installed spring module(s). Press the spring module down into the housing until it locks into place with a ‘CLICK’.

Prepare to Test Spring Balance

Install Batteries

At the open end of the battery holder, insert fresh 1.5 V D-cell alkaline batteries (quantity and orientation are specified on the battery holder). Do not mix battery brands, types, or ages. For the latest on recommended manufacturers as well as other information about optimizing battery life in your Lutron shades, please visit www.lutron.com/optimizing-battery- life.

Install the Housing Cover

The housing cover has a hinge side and a latch side, and may be installed in either direction.

To allow future battery-change access, the hinge must be on the window side of the installed shade, with the latch on the room side.

After confirming which side of the kit housing will be on the window side when the shade is installed, align the hinge side of the housing cover end with the rolled edge of the housing on that side. Slide the cover all the way along the housing until the entire edge of the cover is engaged, and the cover fits between the housing end caps.
Install the Housing Cover

To close the housing cover, swing the latch side toward the housing and gently press it inside the edge of the housing to engage the latch.
Install the Housing Cover

To open the housing cover, press in on the latch side and move it away from the housing.

Hang the Shade

Using appropriate mounting methods as applicable, hang the shade in a test location with ample space for the fabric to be fully raised and lowered without obstruction. Or, at the installation site, hang the shade in the window for which it is intended. In either case, verify the shade is securely mounted using brackets and/or fasteners capable of supporting the operating load. At this time, the fabric should be in the fully-lowered position, with all slack removed from the lift cords, and the kit housing cover open.

Remove System Lock

At the end of the shade where the spring modules are installed, the system lock is located against the inside surface of the kit housing endcap. There is a flag attached to the locking clip to indicate its presence and location.
Remove System Lock

Refer to the diagrams on the system lock flag to remove the locking clip from the shade:

Pull the system locking clip away from the end cap and off its stop.
Rotate the clip away from the stop as shown.
Pull the clip away from the shade

IMPORTANT: The system lock flag should be kept on the clip, and the lock should be reinstalled any time the shade will be adjusted, uninstalled, transported, or stored. Reinstalling the system lock is the reverse of removal.

Locate the Shade Button

At the end of the shade opposite the spring modules There is a shade button access opening in the part of the end bracket that surrounds the shade tube. You may use a small screwdriver or stylus to tap or press the shade button when instructed. The shade button is equipped with an LED that provides feedback during shade programming, testing, and operation.

Set Shade Limits

Assign a Pico Wireless Control

Tap the Shade button. The LED lights GREEN.
Press and hold the Close button.
The LED flashes GREEN rapidly. Assignment is complete.

Set the Lower Limit

Product is shipped at the lower limit and should not need to be changed. The product may be damaged if taken below the factory-set lower limit.

Tap the Shade button. The LED lights GREEN.
Press and hold the Open and Raise buttons simultaneously.
The LED flashes GREEN rapidly, then stays lighted. Release all buttons.
Use the Raise and Lower buttons to position the shade at the desired lower limit.
Press and hold the Close button.
The LED flashes GREEN rapidly. Assignment is complete.

NOTE: If the shade stalls while lowering, or raises from lower limit without input from the control, a spring should be removed.
Pull the shade to the lower limit and reinstall the system lock. Refer to the REMOVE A SPRING MODULE section.

Set the Upper Limit

Tap the Shade button. The LED lights GREEN.
The LED flashes GREEN rapidly, then stays lighted. Release all buttons.
Use the Raise and Lower buttons to position the shade at the desired upper limit.
Press and hold the Open button.
The LED flashes GREEN rapidly. Assignment is complete.

NOTE: If the shade stalls while raising, or does not hold position where you would like the upper limit, an additional spring is required. Move the shade to its lower limit and refer to the ADD A SPRING MODULE section.

Run the Spring Balance Validation Test

Test the Spring Balance

IMPORTANT: Upper and lower limits must be set according to the instructions on the previous page prior to running the spring balance validation test.
The shade will travel up and down during the test; ensure there is ample clearance to allow free shade travel without obstruction or resistance other than the weight of the fabric.

Tap the Shade button. The LED lights **GREEN.

**
Press and hold the Open and Raise buttons simultaneously
Press and hold the shade button for 3 seconds, until the LED flashes GREEN rapidly. Release the button.
The shade moves automatically to gauge spring balance. It will move to the lower limit (if not already at the lower limit), then raise and lower once.
The shade button LED signals the test result. See below for blink code definitions.

Test Result Blink Codes

TEST PASSED The shade is balanced The test is complete| The shade moves to its upper limit| GREEN 3 sec.| OFF 1 sec.| The pattern repeats for approximately 1 minute| | To re-enter Validation test you may need to exit Pico limit set mode by holding the open and raise buttons simultaneously. The Pico will also timeout after ten minutes to its default state.
---|---|---|---|---|---|---
TEST FAILED The shade is under-sprung Add one spring module and repeat the test| Shade remains at lower limit| GREEN 0.5 sec.| OFF 0.5 sec| GREEN 0.5 sec.| OFF 0.5 sec.| GREEN 0.5 sec.| OFF 0.5 sec| GREEN 3 sec.| The pattern repeats for approximately 1 minute
TEST FAILED The shade is over-sprung Remove one spring module and repeat the test| Shade remains in lower position| RED 0.5 sec.| OFF 0.5 sec.| RED 0.5 sec.| OFF 0.5 sec.| RED 0.5 sec.| OFF 0.5 sec.| RED 3 sec.| The pattern repeats for approximately 1 minute

NOTE: During operation or testing, the shade button LED may display blink codes not shown above, unrelated to the spring balance validation test. Issues with other shade features or functions may be indicated. A complete list of other possible blink codes please see https://assets.lutron.com/a/documents /serena-triathlon-blink-codes.htm.

Restoring Shades to Factory Default

This step will remove any controls assigned to the shade. It will not affect the shade’s upper and lower limits.
Step 1: Tap the shade button quickly 3 times, and hold the shade button after the third tap until the shade button LED blinks green rapidly.
Step 2: Immediately tap the shade button quickly three more times, until the shade button LED blinks green rapidly, then blinks red/green three times, and turns off.
Restoring Shades to Factory Default

P/N 045927 Rev A For complete warranty information, refer to: lutron.com/TechnicalDocumentLibrary/Window Systems Warranty.pdf Lutron, the Lutron logo, and Triathlon are trademarks of Lutron Electronics Co. Inc., registered in the U.S. and other countries.

Lutron Electronics Co., Inc.
7200 Suter Road
Coopersburg, PA 18036

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