Productization
← Back to SOPs catalog
Keedian operations · Standard procedure

HAV Temporary Setpoint Adjustments.

Apply temporary, timed HVAC setpoint overrides at HAV sites via the Delinea-protected remote environment, in compliance with standard setpoint limits.

01 Detail

Trigger, action plan, and escalation criteria.

ad_hoc_client Client: HAV hvac low managed tier AI: hybrid
Value drivers
Customer experience Energy savings
Preconditions
Delinea Secret Server credentials provisioned; HAV site list / IP map current; request explicitly marked Temporary.
Human role
EMS technician executes the timed override after validating the request is temporary (not permanent) and within policy.
Action plan
(1) Validate the request is Temporary — if Permanent, follow the Permanent Setpoint Adjustments SOP instead. (2) Log into Delinea Secret Server; on failure escalate via the Client Escalation (ClickUp) SOP. (3) Open Chrome inside the remote environment and select the HAV store from bookmarks (or look up by IP from the HAV site list). (4) Locate the units in scope and apply a timed override for the current day only — do not change permanent setpoints. (5) Record site, units, original setpoints, new values, and override duration in the ticketing system.
Author
Dylan Turman
Tools
Delinea Secret Server Chrome (remote env) Ticketing System
Roles
EMS Technician Support Personnel

Purpose

Outline the steps and guidelines to ensure temporary setpoint adjustments for HAV sites are completed securely, accurately, and in compliance with system requirements.

Scope

Applies to EMS technicians and support personnel responsible for making temporary setpoint adjustments within HAV systems.

Procedure

Step 1 — Validate Request Type
  • Determine if the request is Temporary or Permanent.
  • Temporary → continue with this SOP.
  • Permanent → follow the SOP for Permanent Setpoint Adjustments.
Step 2 — Access Delinea Secret Server
  • Log into the Delinea Secret Server.
  • Reference the SOP for login instructions.
  • If login fails, follow the Client Escalation (ClickUp) SOP.
Step 3 — Access HAV Remote Environment
  • Once logged in, navigate to Chrome within the remote server.
  • Access saved bookmarks for HAV locations.
Step 4 — Locate Store Site
  • Select the appropriate store from bookmarks.
  • If the store is not bookmarked, refer to the HAV site list and use the IP address to access the site.
Step 5 — Identify Units for Adjustment
  • Locate the specific unit(s) requiring adjustment or review.
  • Navigate to the relevant setpoints.
Step 6 — Apply Temporary Setpoint Adjustments
  • Adjust setpoints using timed overrides for the current day.
  • Ensure all changes comply with standard setpoint limits and the request details.

Quality assurance

  • Verify that the correct site and units were accessed.
  • Confirm all temporary setpoint changes were applied via timed overrides (not permanent SET).
  • Ensure compliance with standard setpoint policies.

Troubleshooting

Unable to log into Delinea Secret Server.
Solution. Follow the Client Escalation SOP.
Store not found in bookmarks.
Solution. Use the HAV site list and access via IP address.
Setpoint change not applying.
Solution. Confirm the adjustment was made as a timed override and properly saved.

Documentation & reporting

  • Record temporary setpoint adjustments in the ticketing system.
  • Capture site accessed, units modified, original setpoints, updated values, and duration of the override.

Revision history

VersionDateAuthorChanges
1.0 03/20/2026 Dylan Turman Initial draft.