UP400 Programmable Thermostat
Installation Instructions & User Guide
For Installation Help
White-Rodgerscom
Congratulations on the purchase of your White-Rodgers™ thermostat!
Save these instructions for future use!
White-Rodgers
8100 West Florissant Avenue
St. Louis, MO 63136
Questions? Contact White-Rodgers™
customer service at 1-877-654-9394
0037-7254A
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© 2011 Printed in China
1.2 Answer questions about source of
heating in your home
✔ Do you have either an oil or gas burning furnace?
✔ Do you have a Heat Pump (and is it 1-stage or 2-stage)?*
✔ Do you have Hydronic Heating (steam or hot water radiators or
radiant floor heating)?
Part 1 Before Getting Started
Before getting started, please review the following
pre-installation checklist.
1.1 Check package contents
Open the package and verify that the following items are included:
*To determine if you have a Heat Pump and/or whether it is
a 1-stage or 2-stage model, see the Appendix on the last page of
the Manual.
• Wallplate (A) thermostat (B) white cover (C)
• 4 color inserts (D)
• Clear plastic cover (E)
• 2 mounting screws and wall anchors (F)
• Wire Labels
• Installation Instructions and User Guide
1.3 Assemble tools
You will need the following tools:
✔ Flat-head screwdriver
You may also need:
✔ Hammer
✔ 2 AA alkaline batteries
✔ Drill with 3/16" (4 mm) bit
✔ Small pliers to bend wires
A
B
F
C
1.4 Turn off power to your heating and
cooling system
Typically, this is achieved by flipping a switch on the outside of the
furnace/air handler to the “OFF” position.
D
E
If any of the items shown above are missing from your package,
call White-Rodgers™ customer service at 1-877-654-9394 before
returning the thermostat to your place of purchase.
Do not turn the system back on until you have
completed the installation and set up of the thermostat.
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3-Part unit
2-Part unit
Part 2 Remove Old Thermostat and
Install New Thermostat
Do not disconnect wires from the old thermostat until you
label all the wires according to this manual.
Cover
Base
Wallplate
2.1 Expose wires connected to
old thermostat
C
G
Y
AUX
E
L
W
RC
R
2.1.1After turning off power to your heating & cooling system,
expose wallplate with wires and wire terminals. The required
steps vary depending on your old thermostat type.
Cover
Wallplate
Your old thermostat may consist of:
• 3 parts: a cover, base and wallplate
or
✔ The Cover: This usually pulls off, but is sometimes secured by a
screw which must be loosened.
✔ The Base: This either pulls off or needs to be removed by loosening
• 2 parts: a cover and wallplate
screws under the cover.
✔ The Wallplate: This is removed by loosening the screws that hold
the thermostat to the wall.
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2.1.2 Loosen all screws holding the old thermostat’s wallplate to
the wall. Do not disconnect the wires from terminals. Allow
the wallplate to hang loosely on the wires.
2.2 Label and disconnect the wires
2.2.1 Note you may see two types of wiring in the old thermostat:
1. Wires leading from the wall to a
wall
terminal on the thermostat
Wall opening
2. Wires connecting one terminal to
another (jumper wire).
These don’t have to be labeled.
Wallplate hanging on the wires
✔ Ignore wire colors. There is no standard color code for
thermostat wires.
✔ Ignore existing wire labels, if they are present.
✔ Use the provided labels to label/re-label the thermostat wires.
✔ The new labels must remain on the wires at least until the
installation process is complete.
✔ No two wires can have the same label.
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If the OLD thermostat’s
terminal is wired into the wall
and identified by this letter…
2.2 Label and disconnect the wires (cont.)
…Then label its wire with
this letter:
2.2.2 Label each wire that comes out of the wall and attaches to
terminals on the old thermostat. Use labels provided with your
new thermostat.
wall
wall
G
G
1. Note the letter printed near each wired terminal
2. For each out-of-the-wall wire:
– find its terminal letter(s) in the left column of the table
on page 9,
– label the wire according to the right column of the table.
3. Make the following notes in the right column of the table
on page 9:
wall
wall
RC, R
RC
wall
wall
RH, 5, R5
RH
wall
wall
W, 4, W1
W
wall
wall
W2, W-U
wall
– Circle all your out-of-the-wall
labeled wires
W2
C
wall
wall
Y, Y1
Y
– Pencil in any jumper wire
connecting 2 terminals
wall
wall
wall
Y2
RC
Y2
wall
wall
wall
O
RH
Examples
O
wall
wall
L, F
You’ll need this information further in the installation process!
L
wall
wall
X, C
Note: No thermostat installation uses all of the wires shown
on page 9. In most cases, between 4 and 5 terminals are wired.
C
wall
wall
If terminal “O” is NOT wired.
B
C
wall
B
If terminal “O” is wired.
Mislabeling the wires could result in damage to your
heating and cooling unit.
Contact White-Rodgers™ Customer Service at 1-877-654-9394 if your
old thermostat contains any wired terminals not listed in the table.
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2.2.3 After labeling all the wires, use a screwdriver to disconnect
2.4 Match and connect wires
each wire from its terminal. Remove the old thermostat.
2.4.1 Match each wire coming from the wall to its corresponding
terminal, as shown in the illustration below. Insert each wire into
the hole on the side of its matching terminal. Using a screwdriver,
tighten the screw securely. DO NOT REMOVE THE WIRE LABELS.
Make sure that the wires don’t fall
into the wall after you detach them from
the old thermostat. You may choose to
tape them to the wall or tightly wind them
around a pencil or screwdriver.
No thermostat installation uses all of the wires shown below.
In most cases, between 4 and 5 terminals are wired. The remaining
terminals will not be used.
2.3 Install new thermostat’s wallplate
W
W2
G
RH
RC
C
2.3.1 Detach the new thermostat’s wallplate from the rest of the
thermostat and position the wallplate on the wall according to
the illustration below, passing the labeled wires through the
wire hole in the center of the wallplate.
2.3.2 With the wallplate flush against the wall, mark mounting holes
with a pencil.
W
L
O
B
Y
Y2
W2
G
L
O
RH
RC
C
B
Y
Y2
Mounting hole
W
W2
G
RH
RC
C
A maximum of one wire from the wall can be wired
into each terminal.
L
O
B
Y
Y2
Wallplate
2.4.2 In the new thermostat, a jumper wire
connects the RC and RH terminals.
Do not allow wires to touch each other or parts on
the thermostat. Doing so could result in damage to your heating and
cooling unit.
If, in your OLD thermostat…
Then…
Terminals RC and RH (or 5, or R5)
were connected by a jumper wire,
…leave the jumper wire in place
in the new thermostat.
There was a terminal R, which you then
labeled RC according to 2.2.2,
…leave the jumper wire in place
in the new thermostat.
2.3.3 Move the wallplate aside. Drill the mounting holes using a 3/16"
drill bit. With a hammer, tap the wall anchors, provided in the
package, into the drilled holes.
2.3.4 Position the wallplate on the wall again and screw the mounting
screws into the wall anchors. Do not use a power screwdriver,
you may damage your thermostat.
Terminals RC and RH (or 5 or R5)
were NOT connected by a jumper wire,
…remove the jumper wire from the
new thermostat.
If you’re not sure whether terminals RC and RH were connected in your old
thermostat, refer to your notes made in section 2.2.2.
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2.5 Install batteries
Part 3 Quick setup
3.1 Get to know your thermostat
Install 2 AA alkaline batteries (not included) into the battery
compartment at the top of the thermostat.
Time & Date –
Displayed only in
Programmable mode
Actual
Desired
Favorite Temps for
Temperature Temperature Home/Sleep/Away
2.6 Snap thermostat to the wallplate
System Switch
Cool - air-conditioning
Off - system turned off
Heat - heating
Do not restore power to the heating and cooling system
until instructed.
Aux Heat - (See part
4.7 of manual)
Auto - system will
automatically switch
between heating and
air-conditioning
Fan Switch
On - fan always on
Auto - fan runs only
when heating or
cooling is on
MENU access icon
Battery level indicator
Up & Down Arrows
Note: After a period of inactivity, the thermostat display goes to “sleep” where only the temperature and the
icons are visible. To “wake up” the display, press the icon.
3.2 Set fan and system mode
1. Press the FAN icon to set it to AUTO.
2. Press the SYSTEM icon until you see COOL (to turn
on cooling), or until you see HEAT (to turn on heating).
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Options
Default Setting Additional Information
GAS Select GAS if you have
3.3 Select options
Press the MENU icon and then press the MORE OPTIONS icon.
5. Does either a gas
or oil furnace
provide heating to oil furnace)
your home?
(for either gas or either a gas or oil furnace.
If you do not have a
gas or oil furnace select ELE.
You will be prompted to answer 10 “Options” questions, shown below.
As each option is presented:
✔ Use the to answer each question.
✔ Use the MORE OPTIONSŒicon to advance to the next question.
6. Do you have a
Heat Pump?
OFF
(no Heat Pump)
If you do not have a
Heat Pump select OFF.
If you have a Heat Pump,
use the to select (On1)
for a 1-stage, or (On2)
for a 2-stage Heat Pump
To determine if you have a Heat Pump and/or whether it is a
1-stage or 2-stage model, see the Appendix at the end of manual.
Options
Default Setting Additional Information
1. Do you want the
keypad lock
turned on or off?
OFF
(no key lockup)
Select default OFF for now.
To lock the keypad, see
Additional Functions
section 4.8.
7. Do you want the
Cycle Rate to be
Fast or Slow?
FA (fast)
Select SL (slow) if you
have Hydronic (water or
steam) Heating.
Otherwise, select default FA.
2. Do you want to be ON
Select default ON for now.
To modify a filter-change
reminder, see Additional
Features section 4.9.
8. Do you want to
activate Auto
Changeover
function?
OFF (no Auto
Changeover)
Select default OFF for
now. To set the function,
see Additional Functions
Section 4.11.
reminded when it
is time to change
the air filter?
(13 weeks)
3. Do you want to be OFF
Select default OFF for now.
To set a pad-change
9. Do you want
temperature
displayed in °C
(Celsius) or °F
(Fahrenheit)?
°F
reminded when it
is time to change
the Humidifier Pad?
(no reminder)
(Fahrenheit)
reminder, see Additional
Features section 4.10.
4. Do you want the
ON
Select default ON for
thermostat to work (programmable) Programmable Mode.
10. How much
displayed
0
Select default 0 for now.
To adjust the displayed
temperature reading, see
Additional Functions
Section 4.12.
in Programmable
Mode?
Select OFF to operate in
Non-Programmable Mode.
(no offset)
temperature offset
do you want?
It you select OFF, your thermostat will work as a
non-programmable unit. The clock and date will not be displayed.
Some functions, identified by
only in Programmable Mode.
in this manual, are available
When you have answered all 10 questions, press the DONE icon twice.
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3.6 Review pre-programmed schedule
3.4 Turn on power to your heating and
cooling system.
The thermostat is set to control temperature according to the following
pre-programmed, energy-efficient schedule. If this schedule meets
your needs, no further action is required.
3.5 Set time and date
Mon - Fri
Sat - Sun
Start Time
1. Press the MENU icon and then press the SET TIME icon.
Period
Start Time
Temp
Temp
2. Using the
arrows, adjust the hour then press SET.
Morning
Day
6 am
8 am
5 pm
10 pm
6 am
8 am
5 pm
10 pm
70°F
60°F
70°F
62°F
78°F
85°F
78°F
82°F
6 am
8 am
5 pm
10 pm
6 am
8 am
5 pm
10 pm
62°F
70°F
70°F
62°F
82°F
78°F
78°F
82°F
3. Adjust the minutes, and press SET.
4. Repeat the process to set the year, month and date. The day of the
week will automatically be set.
Evening
Night
5. Press DONE when you are finished.
Morning
Day
Evening
Night
To customize this schedule, continue to the next page (section 4.1).
Congratulations!
You have completed the basic setup of
your new thermostat. It’s ready to use.
To read about additional thermostat features, continue to section 4.
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5. To program subsequent days, use the Easy Copy function
Part 4 Additional thermostat features
OR move to step 6.
Easy Copy function
• You can copy one day’s schedule to other days of the week.
4.1 Customize the pre-programmed
schedule
–
If the Copied Day is Monday, you can copy to the remaining
working days, all remaining six days, the weekend, or any
single day.
You can change the day, time period or temperature settings of the
pre-programmed schedule.
–
If the Copied Day is not Monday, you can copy to any other
single day.
1. Press the SYSTEM icon to set to COOL (to program the cooling
schedule), or to HEAT (to program the heating schedule).
2. Press the MENU icon, then press SET SCHEDULE.
The screen will look like this:
• After programming a day you want to copy, press the COPY icon.
– The copied day will be displayed solid at the top of the screen.
– Next to it, the following day(s) will be flashing. To paste the
programmed schedule to the flashing day(s), press PASTE.
Day(s) of
the week
– To paste the copied schedule to a different day, press the
to advance through the days of the week.
Time
period
Period
start time
adjustment
– When your targeted day is flashing, press PASTE to paste
the schedule.
Temp
adjustment
Advance to
next day
6. Press the DAYŒicon to advance to the next day. Tuesday (TUE)
will be displayed at the top of the screen. Program the remaining
days individually as outlined on the previous page or use the Easy
Copy function.
3. The schedule for Monday (MON) is displayed.
• To modify the start time of the first time period
7. When you finish customizing the schedule, press the DONE icon twice.
(Morning) on that day, use the
to change the morning time
in 15-minute increments.
• To set the temperature for that time period, use the
.
• When the time and temperature are set, press SET.
4. The next time period (Day) is now flashing. Program Day and then
Evening and Night Time Periods for Monday as you programmed
Morning in point 3.
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4.2 Set favorite temperatures
4.3 Set temporary hold at
You can override a programmed temperature for a brief period of time.
(home / sleep / away)
You can set your three most frequent temperatures (Home, Sleep, Away).
You can then select the settings anytime with one touch of an icon.
1. Use the to raise or lower the setting. Temporary Hold At will be
displayed to the left of the desired temperature.
2. By default, the override will automatically cancel at the end of the
4.2.1 To set Home / Sleep / Away temperatures:
current scheduled time period (Morning, Day, etc.).
1. Press the MENU icon, then press
SET FAVORITES.
2. Toggle between HOME, SLEEP, and AWAY by pressing the
FAVORITE TEMPS icon. Select the one you want to customize.
3. Set the desired temperature for that Favorite using the . Press
SET to lock-in the desired temperature.
3. To adjust the end time of the override, use the
until the desired
end time is displayed in the upper left corner of the screen.
4. Cancel the override by pressing the RUN SCHEDULE icon.
4. Repeat the process for the remaining two Favorites.
5. Press the DONE icon when finished.
6. You’ll need to set your favorites separately for cooling and heating.
For example, you might set “Away” to 88ºF in the summer and 55ºF
in the winter.
4.2.2 Using your Favorite Temps:
1. Press FAVORITE TEMPS icon in the upper right corner
of the screen to toggle between HOME, SLEEP, and AWAY.
2. By default, the Favorite temperature will automatically end at the
end of the current scheduled time period.
3. You can change the end time of the Favorite by using the
the desired end time is displayed in the clock.
until
4. Cancel the Favorite by pressing the RUN SCHEDULE icon.
In non-programmable mode, your favorite temperature will
remain until you change it by pressing or selecting another
Favorite Temperature.
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4.4 Bypass the schedule
4.6 Change batteries
(permanent hold)
The thermostat displays battery life in three stages:
• Battery full
You can override the currently-programmed temperature indefinitely.
• Battery half-full
1. Use the to raise or lower the setting.
• Battery one-third full
batteries with 2 new alkaline AA batteries
– you need to replace
2. When the desired temperature is displayed in the upper right corner
of the screen, press the PERM HOLD icon at the bottom of the
screen. Hold At will flash to the left of the desired temperature.
3. The override will last until you cancel it. Cancel the override
by pressing the RUN SCHEDULE icon.
When the batteries become only one-third full,
your thermostat will automatically reduce or increase the desired
temperature setting by 10 degrees to provide you with additional
warning. You can adjust the temperature back, but you need to
replace the batteries.
4.7 Activate permanent auxiliary heat
4.5 Set vacation hold
You can override a preset temperature for up to 60 days.
(for Heat Pumps only)
Use this function to bypass the Heat Pump and use ONLY auxiliary
heating. This may be a comfortable solution for the coldest days, but
it typically leads to higher energy costs.
1. Use the to set the desired temperature for Vacation Hold.
2. Press the DayΠicon to switch to vacation hold mode.
3. Using the
4. The vacation hold will automatically cancel
at 8:00 am on the final day (in this example on the 5th day)
5. Cancel the Vacation Hold by pressing RUN SCHEDULE icon.
select the number of days for the vacation hold.
To activate the Permanent Auxiliary Heat (also known as
“Emergency Heat”):
1. Press the SYSTEM icon until AUX HEAT is displayed.
2. Cancel the Permanent Aux Heat by selecting a different
mode from the SYSTEM menu.
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4.8 Set keypad lockout
4.9 Set change filter reminder
The thermostat can display a reminder when it is time to change the air
filter on your heating and cooling unit.
4.8.1 To activate:
1. Press the MENU icon, then press MORE OPTIONS.
2. Using the select ON, then press SET.
3. Enter a 3-digit PIN number into the thermostat. Select the first digit
by using the arrows, then use the
second and third digits of the PIN.
4.9.1 To adjust Change Filter reminder settings:
1. Press the MENU icon, then press MORE OPTIONS twice to access
the CHANGE FILTER option.
to advance the
2. Press SET, and use the
to select the number of weeks until the
4. Make note of your PIN number, then press DONE.
5. The keypad is now in a locked mode and cannot be changed
without first entering the PIN.
next Change Filter reminder.
3. When finished, press SET and then press DONE.
4. CHANGE FILTER and
your filter.
will blink when it is time to change
4.8.2 To unlock the thermostat:
1. Press the MENU icon, then press MORE OPTIONS.
2. Enter the PIN number, then press DONE.
4.9.2 To reset the change filter reminder, simultaneously press the
two blinking
.
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4.10 Set change humidifier pad reminder
4.11 Enable auto changeover
Use this if both heating and cooling may be required in the same day.
The thermostat will automatically change the system setting from
heating to cooling. For example: In the morning heating is required.
During the day, the temperature gets warmer and you want the air
conditioner to run.
If you have a humidifier in your system, the thermostat can display a
reminder when it is time to change the humidifier pad.
4.10.1 To enable Humidifier Pad Reminder:
1. Press the MENU icon, then continue to press MORE OPTIONS
until you access the CHANGE HUMIDIFIER PAD option.
2. Using the select ON, then press SET.
1. Press the MENU icon, then press MORE OPTIONS.
2. Continue to press MORE OPTIONS until option #8 is displayed.
3. Using the change the setting to ON. Press DONE.
4. The SYSTEM settings will now include HEAT, COOL, AUTO,
AUXILIARY HEAT and OFF.
3. Using the
select the number of weeks until the next
Humidifier Pad reminder, then press the SET, then press DONE.
4. CHANGE HUMIDIFIER PAD and
to change your humidifier pad.
will blink when it is time
5. You can select AUTO (Auto Changeover) mode by toggling through
the SYSTEM settings list.
4.10.2 To reset the change filter reminder, simultaneously press the
two blinking
.
When using Auto Changeover, scheduled COOL temperature
should be set at least 2 degrees above scheduled HEAT temperature.
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4.12 Adjust actual temperature display
4.13 Change faceplate color
You can customize the look of the thermostat by changing the
faceplate color.
Your thermostat was accurately calibrated at the factory. However,
if you would like the displayed temperature to read higher or lower than
the actual temperature, you can adjust the displayed temperature
by +/- 4 degrees.
1. Remove the white faceplate. Insert a small screwdriver into each of
the 4 slots located on both sides of the thermostat, and pop up
the white cover in all 4 spots.
To adjust the actual temperature display:
2. Select a color from the inserts provided in the package.
3. Put the clear cover on a flat surface face down.
4. Fit the selected insert onto the 4 tabs located on the inside of the
clear cover. Be sure the insert is properly aligned. Do not bend the
insert excessively.
5. Flatten/spread the insert gently with your fingers into the clear cover.
The insert should rest securely attached to the tabs, even if you
turn the cover upside-down.
1. Press the MENU icon, then press MORE OPTIONS.
2. Continue to press the MORE OPTIONS icon until you reach option
#10.
3. Use the to adjust the displayed temperature; from
4:LO to 4:HI.
4. Press DONE.
6. Snap the faceplate (with the insert in it) onto the thermostat.
Make sure the cover tabs align with the installation slots in
the thermostat.
Thermostat
Installation
Slots
Slots
2
Insert
1
Tabs
Clear cover
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5 Troubleshooting Guide (continued)
Part 5 Troubleshooting Guide
Problem
Possible Cause
Action
Problem
Possible Cause
Action
Temperature set
2-minute lockout No action needed: should
enabled to protect stop blinking after
Thermostat
AM or PM set
Check the current
point icon blinking
doesn’t follow the
incorrectly in the
settings including AM and
PM designations for
each time period
compressor
2 minutes
scheduled program program
No Heat, No Cool,
or No Fan
Blown fuse /
tripped circuit
breaker
Replace fuse or reset
breaker
AM or PM set
incorrectly on the
thermostat’s clock
Furnace power
Turn switch to ON
HEAT or COOL
icon flashing in
Auto Changeover
mode
Part of normal
operation;
indicates Heating
or Cooling
operation
No action required
switch to OFF
Furnace blower
compartment door in proper position to
or panel loose or
not properly
installed
Replace door panel
engage safety interlock
or door switch
Loose connection Tighten connections
to thermostat
or system
Reset Operation
Low Batteries
Replace batteries
If a voltage spike or static discharge blanks out the display or
causes erratic thermostat operation, you can reset the thermostat
by pressing all three (SYSTEM, and press both icons)
simultaneously for 2 seconds.
Thermostat &
Indoor
Thermometer
Setting Disagree
The thermometer can be
adjusted +/- 4 degrees.
See Temperature Display
Adjustment in the
This reset will restore your thermostat’s initial factory setting.
Configuration Menu section
Remember to turn off your heating / cooling
system BEFORE resetting your thermostat. You will then have to
go through a full initial setup described in Part 3 and Part 4 of the
manual before you can turn your Heating & Cooling system back on.
Failure to follow this instruction may lead to your Heating & Cooling
system damage or malfunction.
No Display or
no Backlight
Low Batteries
Replace batteries
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Appendix: Heat Pump
Identification
1. How do I know if I have a Heat Pump?
• Check the documentation for your heating and cooling system or
contact your HVAC contractor.
• Confirm that you have a Heat Pump by checking the labels of the
wires coming out from the wall (labels you attached according to the
right-hand column of the 2.2.2 table).
You have:
According to the right-hand column
of the 2.2.2 table, if you have:
An “O” wire, or a “B” wire
A Heat Pump
2. How do I know if I should select On1 or On2 for my Heat Pump?
• The labeled thermostat wires coming out of the wall indicate whether
you have a 1-stage or 2-stage Heat Pump.
According to the right-hand column You have:
of the 2.2.2 table, if you have:
One “Y” wire coming from the wall
1-stage Heat Pump, select On1
2-stage Heat Pump, select On2
One “Y” wire and one “Y2” wire
coming from the wall
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