Lutron Sivoia QS Manual Clutch Shade with Fascia Installation Guide (045973, rev A)

Installation walk-through for 045973

Lutron document 045973 gives twelve steps, in the document's order, after the tools and fixings it lists.

The clearance, the check and the warning under a step are the document's own.

1. Check the parts and read the notes

   Lutron lists the shade assembly with its pre-installed tension device, 2 brackets, 6 mounting screws and 2 pull-chain stops. The box adds two pairs of tension device screws, the fascia and 3 securing screws with caps.

   The top back cover and 2 endcaps are optional extras. Plan clearance from trim, hardware, cranks, lock levers and drapery, and check the mounting surface is level and sound.

   A shade wider than 48 in (1219 mm) takes two installers.

   Check: All parts present; mounting surface level and free of irregularities

   Warning: Risk of falling objects: every bracket must be able to carry 200 lbs (90.1 kg) on blocking or structure

2. Fit the top back cover, if ordered

   Position the cover inside or above the window opening. Pre-drill, then fix it with fasteners in pairs into the ceiling, window frame or wall, one pair for every 36 in (914 mm) of width.

   Keep the screws at least 3 in (76 mm) from the cover ends so they miss the shade brackets. Do not over-tighten.

   Use the level to confirm the cover is level, straight and untwisted, and shim where it is not.

   Clearance: Fastener pairs at most 36 in (914 mm) apart; screws at least 3 in (76 mm) from the cover ends

   Check: Cover level, straight and untwisted

   Warning: Bracket screws set in the cover must pass through it into blocking or other suitable structure. The cover alone will not carry the shade.

3. Mark the bracket positions

   Take the bracket-to-bracket width from the original order or from the label on the shipping box. Mark its two ends on the wall, ceiling or top back cover, centered on the window opening.

   Clearance: Bracket-to-bracket width held to ± 1/16 in (1.6 mm)

   Check: Marks centered on the opening and the right distance apart

4. Mount the clutch and idler brackets

   Mount on the wall, jamb or ceiling, or in the pocket, as the order intended. Line the clutch bracket's outer edge up with its mark and pencil the center of its 2 mounting holes.

   Drill pilot holes if you wish and fasten it. Repeat at the other mark for the idler bracket, then re-measure the bracket distance and check they sit level.

   A jamb mount may need shims to reach the right distance.

   Check: Bracket-to-bracket distance correct; brackets level with each other so the clutch and idler supports are level

   Warning: Never hang the shade in brackets that are deformed, damaged or badly mounted

5. Hang the clutch end

   Line the clutch center hole up with the clutch support tab on the clutch bracket. The tab edges enter between the splines inside the hole.

   Push the shade onto the tab as far as it will go.

   Check: Clutch fully home on the support tab

6. Hang the idler end

   Line the idler pin up with the slot in the idler support. Lower the idler end of the shade until the pin rests fully in the slot.

   Clearance: Pin overhang through the slot at least 1/16 in (1.6 mm); side-to-side play no more than 1/8 in (3 mm)

   Check: Pin seated and protruding; play within the limit

7. Set the upper limit

   Raise the shade with the pull-chain to the fully-raised position you want.

   Fit a pull-chain stop on the first bead fully visible below the clutch chain guide. Use the side of the loop nearer the fabric drop and crimp it firmly round the bead with the pliers.

   Check: Bottom bar stays below the dotted line in the drawing and cannot be drawn up into the brackets

8. Set the lower limit

   Lower the shade to the fully-lowered position you want. Fit the second stop on the first bead fully exposed below the chain guide.

   Use the side of the loop farther from the fabric and crimp it.

   Check: Shade stops at the chosen bottom position

9. Mount the pull-chain tension device

   Let the chain hang straight down and pick a spot at the lowest point of the final chain loop. The spot, on a wall, mullion, sill or floor, must be within reach of a person of typical height.

   Pull the device down to raise its plunger and mark a line under it.

   Mount the device or its bracket so its bottom edge meets the line. Longer screws go into the surface; shorter ones only join the device to its bracket.

   Check: Device at the lowest point of the loop; chain held in tension

   Warning: Window blind cords can strangle a child: keep cords out of reach and move cribs and furniture away. Fix the device to the wall or floor with anchors that suit the surface, as the supplied fasteners may not.

10. Verify operation

    Run the shade to its upper limit and down to its lower limit several times and watch it. Confirm the brackets hold firm under the operating load and the chain runs smoothly through the tension device and clutch.

    Confirm the fabric rolls up and down without touching anything. Some telescoping is normal; a lot of it points to a shade that is not level.

    Check: Brackets secure; chain smooth; fabric free; telescoping slight

11. Attach the fascia

    Hold the fascia with its notched end at the clutch end for the chain. Hook the top lip over the brackets' upper hooks, under the top back cover's front edge where fitted.

    Swing the bottom down and under the shade and snap the triangular lip behind the lower tabs. Center the fascia with the chain hanging freely through the notch.

    Run the shade to both limits. Fit 2 securing screws from below, one at each end, and cap each head.

    Check: Fabric does not touch the fascia or anything else at either limit; chain free in the notch

    Warning: The notched end must engage the clutch bracket, since the idler bracket cannot hold it securely

12. Fit the optional endcaps

    Hold an endcap with its arrow pointing at the lower-front corner of the fascia. Push its 4 locating pins into the matching holes in the shade bracket.

    Press until it sits fully against the bracket, then repeat at the other end.

    Check: Endcap seated flat against the bracket