Managing Equipment

You have the ability to see registration and connection information for all of your equipment. You can also edit equipment names and settings, pin or unpin tiles to the Dashboard, control certain pieces of equipment, and remove equipment from your system.

Equipment can be managed from either the Groups or Categories pages.

From the Menu:

• Choose “Equipment”
• Select “All Equipment”

Tap on an equipment tile to open the information screen. You’ll see:

• Equipment connection status and registration information
• Identify icon, settings gear, and pin icon
• Remove equipment link

Depending on the type of equipment, you may also see:

• On/Off slider
• Schedule information
• Temperature dial
• Battery level
• Energy Usage Report
• Lock
• Monitoring indicator

1. Click the pencil icon to:

• Edit equipment name
• Edit or add schedules

2. Click the gear icon to:
Change settings that may be applicable to the piece of equipment. Note: settings are not applicable to every piece of equipment. If there are no settings to display, a message will let you know.

From the Menu icon

• Choose “Equipment”
• Select “All Equipment”

Tap on an equipment tile to open the information screen. You’ll see:

• Equipment connection status and registration information
• Identify icon, settings gear, and pin icon
• Remove equipment link

Remove Equipment:
1. Click the Remove link at the bottom of either the Manage Equipment page OR the Settings Page
2. Click Delete to confirm or Cancel if you change your mind.

Categories are automatically assigned, and are defined by equipment properties. For example, a piece of equipment with thermostat properties will be automatically assigned to the Thermostats category.

On the “Categories” page, you can view all of your connected equipment organized by type. The number contained in each small blue circle (on every green tile) tells you how many pieces of equipment you have in an equipment category.

Categories cannot be edited, but you can add equipment or manage equipment from the “Categories” page.

How Do I Navigate to the Categories Page?

1. Click on Equipment on the menu bar.
2. Select All Equipment from the dropdown menu.
3. Click on Categories.
4. Select an equipment category by clicking on the green tile.

Groups are designed to be navigational aids. Think of them as a folder on your hard drive. You can create and define groups to help you organize your equipment in whatever way you like. For example, you may want to group equipment by a room, a floor in your house, or a groups of rooms.

When you connect a piece of equipment to Smart Home, it is automatically assigned to the Ungrouped Equipment section on the “My Equipment” page.

How Do I Navigate to the Groups Page?

1. Click on Equipment on the menu bar.
2. Select All Equipment from the dropdown menu.
3. You are automatically routed to the “Groups” page.

1. Click Equipment on the menu bar.
2. Select All Equipment.
3. Click on Add new group.
4. Give your group a name in Step 1.
5. Select the equipment to be included from the list in Step 2.
6. Decide if you want the group pinned to your Dashboard.

• If yes, do not click the pin icon.
• If no, click the pin icon.

7. Click Finished.
A tile for your newly created group will appear on the “Groups” page.

Tips and Tricks
The number in the small blue circle tells you how many pieces of equipment are in a group.

1. Click Equipment on the menu bar.
2. Select All Equipment.
3. Locate the Group Name tile you want to edit.
4. Click the tile.
5. A tile for each piece of equipment in the group will be shown.
6. Click the pencil icon to edit your Group.
7. Now, you have three edit choices:

• Rename the group in the Give your group a name field and;
• Select equipment to be added or removed from the group and;
• Pin or unpin the Group from the Dashboard

8. Click Finished.

1. Click Equipment on the menu bar.
2. Select All Equipment.
3. Locate the Group Name tile you want to remove.
4. Click the tile.
5. A tile for each piece of equipment in the group will be shown.
6. Click Delete group at the bottom of the page.
7. Click Delete to confirm or Cancel if you change your mind.

What is a OneTouch?

OneTouch is a feature that lets you set a group of rules for one or more pieces of equipment that runs automatically or with a single tap. For example, if you want to turn on the lights in three different rooms at one time or know if a set of windows or doors is open, set up a OneTouch.

1. Click on Equipment on the menu bar.
2. Select OneTouch.
3. Click Add a new OneTouch.
4. Name your OneTouch.
5. Click the Plus sign on the When

• Select the State of Equipment– such as the piece of equipment, temperature limits and on/off;
• Set Time of Day

6. Click the Plus sign on the Do This

• Select the Send me a notification if you want to receive an email and/or text message if the “When” rule is triggered;
• Change a device property if the “When” rule is triggered

7. Click the Plus sign on the Then Do This Later line if you like to add additional rules.

• Select the State of Equipment criteria – such as the piece of equipment, temperature limits and on/off

8. Review your OneTouch rule set.

• Edit or add additional “When” or “Do This” rules

9. Click Save.

IF you have a MyStatus created, you will be offered the opportunity to include the OneTouch in the MyStatus.

• Click the MyStatus tile to add your OneTouch
• Click Next

10. Pin or unpin the OneTouch to your Dashboard
11. Click Save.

The new OneTouch is automatically enabled to run and appears as a tile on the OneTouch home screen. If you pinned the OneTouch, it also appears on the Dashboard.

What Are Ready to Go OneTouch Choices

Smart Home offers some optional, pre-created OneTouch rules for certain pieces of equipment. These can save you time and effort. Rather than creating your own OneTouch, you can quickly press a button and apply some commonly used rules.

1. Click on Equipment on the menu bar.
2. Select OneTouch.
3. If you have equipment with ready to go OneTouch rules for, you will see options on this page.
4. Click the button next to the rule you would like to apply.
5. Click Add OneTouch.
6. Select the equipment from the list where the OneTouch should be applied.
7. Click

The new OneTouch is automatically enabled to run and appears as a tile on the OneTouch home screen.
Repeat the steps for each ready to go OneTouch you would like to use.

Tips & Tricks
Want to personalise a ready to go OneTouch? Click on the tile to Edit it.

A OneTouch will run automatically when the “When” criteria is met. You can also run a OneTouch when the “When” rules have not been met. For example, if you have a OneTouch to turn off the television at dinnertime, but you want to turn it off earlier, you can do that.

1. Click on Equipment on the menu bar.
2. Select OneTouch.
3. Click on the OneTouch tile you want to run.
4. Make sure the Enable box is checked.
5. Click Run now.

You can always edit and adjust a OneTouch, including the rules from a pre-defined OneTouch.

1. Click on Equipment on the menu bar.
2. Select OneTouch.
3. Click on the OneTouch tile you would like to edit.
4. Click on Edit.
5. This will open the OneTouch rules. You can now:

• Rename the OneTouch
• Set the “Then Do This Later” criteria

6. Review the rules you set. You can add or delete rules as needed.
7. Click Save.
8. You now have four (4) additional edit choices. Choose to update one, some, all or none:

1. Disable the OneTouch
2. Run the OneTouch immediately
3. Update your pinning preference for the OneTouch tile
4. Add or remove the OneTouch from a MyStatus

Disabling a OneTouch prevents the set of rules from running. You can always re-enable a OneTouch at any time.

1. Click on Equipment on the menu bar.
2. Select OneTouch.
3. Click on the OneTouch tile you would like to disable.
4. Uncheck the Enable

Changed your mind? Re-enable your OneTouch by simply checking the Enable box in the upper-right corner of the screen.

1. Click on Equipment on the menu bar.
2. Select OneTouch
3. Click the OneTouch tile to be deleted
4. Click Delete next to the “Run Now” button.
5. Click Delete to confirm or Cancel if you change your mind.

Tips & Trick
If the OneTouch was included in a MyStatus, it will be removed. Your MyStatus will still include any other included OneTouch rules and will run when enabled.

My Status sets the mood of your home. Create and organize groups of OneTouch rules to run your home for one event or your whole lifestyle. Having a party? Use a My Status to adjust thermostat settings and turn on lights with one tap. Going on vacation? Use a My Status to control lighting, thermostat settings, and window/door sensor alerts with a single click.

We recommend you create two My Status to get started: Home and Away.

From the Menu:

• Click My Status

Create a My Status:

1. Click the Add New Status tile.
2. Give the My Status a name.
3. Select an icon to represent the status.
4. Click Continue.
5. You now have two choices:

1. Save you’re my Status with a OneTouch. If you have OneTouch rules, your list is shown.

• Check the box to include any OneTouch in the My Status.
  Click Save.

2. Save you’re my Status without a OneTouch. You can add a OneTouch later.

• Click Save

Tips & Tricks

• You can choose only one icon for a My Status.
• If you want to switch icons for an existing My Status, you’ll need to create a new My Status.
• You can always add OneTouch to a My Status from the OneTouch tile.
• Make sure to enable a OneTouch if you want it to run in My Status.

1. Click My Status on the menu bar.
2. Click the My Status tile that you want to enable.
3. Now, click the blue checkmark near your My Status icon to activate it.
4. Click Save.

Your MyStatus is now ready to run using the included OneTouch rules.

Tips & Tricks
Make sure that any OneTouch included your MyStatus is enabled to run.

1. Click on My Status on the menu bar.
2. Click on the My Status tile you want to edit.

You now have two choices:

1. Change the name of your MyStatus

1. Click the pencil icon
2. Enter the new name
3. Click Save
2. Add or remove OneTouch rules. If you have OneTouch rules, your list is shown.

• Click the checkbox to include or remove a OneTouch
• Click Save

Your revised MyStatus is now ready to run with its new rules.

Disabling a My Status stops any included and enabled set of OneTouch rules from running as a combined group.

1. Click My Status on the menu bar.
2. Click the enabled My Status tile you want disable.
3. Now, click the blue checkmark near your My Status icon to remove it.

Tips & Tricks
Disabling a My Status does not prevent any individual OneTouch rules included from running.

1. Select menu “MyStatus”
2. Under menu “MyStatus” select “MyStatus”
3. Click the MyStatus tile to be deleted
4. Click Delete status
5. Click Delete to confirm or Cancel if you change your mind.

Tips & Tricks
If a deleted MyStatus included a OneTouch, the OneTouch will not be deleted. You can still find it in your OneTouch list and the OneTouch will still run if it is enabled.

After a smart plug has been connected, it can be controlled using Smart Home. When the plug is first connected, its default state is “Off.”

From the Dashboard:

1.Click on the smart plug tile to flip it over.
2.Click on the slider to turn the plug “on” or “off.”
3.Select the “X” in the upper right-hand corner of the tile to flip it back to the front.

From the All Equipment Page:

1. Click on Equipment on the top menu bar.
2. Select All Equipment from the dropdown menu.
3. Locate the smart plug tile.
4. Click on the smart plug tile to flip it over.
5. Click on the slider to turn the plug “on” or “off.” The tile and plug icon will change with its on or off state:

• On: Smart plug tile is orange.
• Off: Smart plug tile is green.

Tip! Include smart plugs as part of a OneTouch or My Status.

Setting a schedule for smart plugs allows you to turn any appliance, gadget, or piece of equipment on and off based on your personal needs. Need to turn on and off a light at a certain time? Want to limit television or video game time automatically? Easily set a schedule designed just for you, by you.

1. Click on Equipment on the top menu bar.
2. Select All Equipment.
3. Now, set a schedule from either “Groups” or “Categories.”

From the Groups page:

1. Locate the smart plug tile either in a group or in Ungrouped Equipment.
2. Click on the smart plug tile.
3. Locate the schedule section.
4. Click the pencil icon in the schedule section.

From the Categories page:

1. Click on the Smart Plugs tile.
2. Click Create Schedule.
3. Locate the smart plug.
4. Move to Step 5 below.

4. Create your smart plug schedule settings.

5. Select a schedule configuration from the dropdown menu:

• Working Week/MO-FR and SA-SU (system default)
• Home Most of the Time/MO-SU
• Daily

Now, decide if you want to set all of your own intervals or use the Smart Home default settings.

Default Settings

• Click Default Schedule
• Smart Home will populate a suggested set of on/off intervals based on your schedule configuration.
• Edit the defaults by clicking the pencil icon
• Remove an interval by clicking the minus sign
• You can also add your own intervals.

Set Your Own Intervals

• Click on Add interval to set time and on/off.
• Click on the Add button when you are finished.
• Add as many intervals as you would like or need.
• Click Save

Once you click Save, a small red “Saved” appears. It disappears within 2-4 seconds. After that message appears, you can safely leave the page.

Tips & Tricks
Include smart plugs as part of a OneTouch
Click on Duplicate Schedule to save set-up time if you have an existing smart plug with a schedule that you would like to use again.

1. Click on Equipment on the top menu bar.
2. Select All Equipment from the dropdown menu.
3. Locate the smart plug tile.
4. Click on the smart plug tile to flip it over.
5. Locate the Schedule section at the bottom of the page.
6. Click on the pencil icon in the Schedule section to set or edit a schedule.
7. Click on the delete icon next to each interval that you would like to delete. You can also click on the Delete all intervals button to delete the entire schedule.
8. Click on the Save button to save your changes.

Energy Usage reports let you see how much energy is being used in a location over a period of time. These reports are available if you have a smart plug as part of your Smart Home system.

What the Report Shows
The Usage report automatically defaults to show energy use in kWh for a plug in the “on” state. From here you can see when a plug may be drawing more or less energy and how much energy is being used. If you have multiple plugs, you can review your Usage reports and compare kWh to see what appliances, devices, or equipment use greater or lesser amounts of energy to run.
From the Menu:

1. Choose Equipment
2. Select All Equipment
3. Locate the smart plug tile
4. Click the tile to flip it over
5. Locate the usage report below the equipment information detail.

Report Options
You can change your view of the report depending on what you are interested in seeing or tracking.
From the dropdown menu, you can choose the following time options:

• Hourly
• Daily (24-hour clock)
• Weekly (Sunday through Saturday)
• Monthly

Tips & Tricks
If you have a smart plug pinned to your Dashboard, you can see the Usage report with just a couple of clicks.

• Click the smart plug tile to flip it over
• Click View usage