Lutron Sivoia QS Roller 64 Installation Guide: WIDR, 4″ Fascia Mount Chassis (Reverse Roll) (045930, rev B)

Installation walk-through for 045930

Lutron document 045930 gives 13 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. Prepare to install

   Read the important notes first. Check the Lutron items: reverse-roll shade, brackets, screws, shims, cable tie and anchor, fascia, optional top back cover and endcaps.

   Have the screwdriver, hex-head driver, tape measure, level and drill to hand. Confirm there is blocking or structure behind each bracket.

   Check: Structure behind each bracket position can carry 250 lbs (113.4 kg)

   Warning: Risk of falling objects: follow every mounting instruction

2. Plan the cable entry

   Bring the cable out of the wall, header or jamb on the drive side, with 12 to 18 in (30 to 45 cm) left exposed. Put a wall entry as high as possible and a header entry near the wall, clear of the fabric roll.

   Pre-drill the top back cover if one is used. A jamb entry needs no drilling: use the cutout at the upper rear of the bracket as the template.

   Clearance: Cable hole: at least 1.5 in (38 mm) in from the top back cover's end

   Check: Hole big enough to adjust the cover without pinching the cable

3. Mount the top back cover (optional)

   Skip to step 5 if no top back cover is used.

   Confirm the surface is level for a header mount or plumb for a wall mount. Put any shims between the surface and the cover.

   Drive two screws at each end of the cover and at least one pair per 24 in (610 mm) of width. The grooves in the cover mark the screw lines.

   Clearance: Screws at least 1.5 in (38 mm) from each cover end. Pairs at most 24 in (610 mm) apart

   Check: Cover straight, not twisted or tilted

   Warning: A twisted or tilted cover can cause fabric rub, telescoping or rough, noisy running. Never shim between the cover and the brackets.

4. Fix the brackets in the top back cover

   Mark both bracket positions in the cover at the bracket-to-bracket distance, centered over the window opening.

   Fix the left bracket at its mark with four screws through the cover into the surface. Repeat for the second bracket and line the outside of each bracket up with the cover edge.

   Clearance: Bracket-to-bracket = tube width + 1.5 in (38 mm)

   Check: Brackets at the marks and centered on the opening

5. Mark the bracket locations (no top back cover)

   Skip to step 7 if the brackets went into a top back cover.

   Mark both brackets level and centered over the window, over a structural member. Set the positions from the bracket-to-bracket distance, not the shade, since the idler spring compresses as the shade is fitted.

   Keep the fabric clear of trim, glass and any top treatment. A wall mount may need spacer blocks to clear the trim.

   Clearance: Idler spring compressed to about 50% of travel at the correct distance

   Check: Marks level, centered and over structure

   Warning: Do not use the unmounted shade to set the bracket positions

6. Mount the shade brackets

   Fix each bracket at its marks with four mounting screws. Confirm the pair is plumb, level and aligned, and add the supplied shims behind wall or header brackets if needed.

   Check: Brackets plumb, level and aligned for smooth, quiet running

7. Orient the buttons and route the drive cables

   Turn the shade so the control buttons at the drive end face the front, reachable from the room.

   Each side of the square mounting yoke has a notch. Take the drive cable up or down through the upper or lower notches.

   Check: Buttons facing the room

8. Hang the shade

   Slip the idler-end yoke over the bracket tabs and behind the retaining screw head.

   Push the shade toward the idler bracket to compress the spring-loaded idler. Then fit the drive-end yoke over its tabs and behind its retaining screw head.

   Check: Drive cables sit in the yoke notch and are not pinched

   Warning: Shades wider than 48 in (1219 mm) need two people, one at each end, and may need two ladders or lifts

9. Check and secure the shade

   Measure the exposed idler shoulder: at the ordered bracket-to-bracket distance it should read about 3/8 in (9.5 mm). Move the brackets if it reads more or less.

   Check the shade is level and centered, then firmly tighten the retaining screw at each end with a hand screwdriver.

   Clearance: Exposed idler shoulder about 3/8 in (9.5 mm)

   Check: Shade level and centered on the opening

   Warning: Use a hand screwdriver only on the retaining screws

10. Wire the shade and set limits

    Wire the shade and set the limits with Lutron document 045520, Sivoia QS Basic Wiring and Setup, enclosed with it. Set the upper limit so the bottom bar stays below the fascia and top back cover at full raise.

    Cycle the shade up and down several times and fix anything that obstructs it.

    Check: Bottom bar hangs below the fascia when fully raised

    Warning: An upper limit set too high draws the bottom bar into the top treatment

11. Fit the endcaps to the fascia

    Press the pegs of an endcap into the open channels at each end of the fascia.

    Check: Both endcaps seated

12. Open the fascia latches

    Check the fascia latch on each shade bracket is open before lifting the fascia. An open latch has its screw not fully seated and points upward at an angle.

    Check: Both latches in the open position

13. Hang and latch the fascia

    Hang the fascia's top lip on the upper hooks of both brackets. Let its bottom swing in to rest on the bracket standoffs.

    Turn the latch screw clockwise with the Phillips screwdriver until the latch engages, then repeat at the other bracket. Pull the fascia gently outward to prove it is held at both ends.

    Check: Fascia does not move under a gentle outward pull

    Warning: Do not overtighten the latch screw; fascia wider than 48 in (1219 mm) needs two people