Keedian — SOP · JCPenney — Mechanical Variance Request

Trigger, action plan, and escalation criteria.

ad_hoc_client Client: JCPenney hvac medium managed tier AI: hybrid

Value drivers

Customer experience Energy savings

Preconditions

Approved variance request with all required fields; approver authority known when setpoint outside range; access to the appropriate platform console (SC/SC+, Niagara/Tridium, PMT, Trane/Summit, or iScope).

Human role

EMS technician validates the request, applies the override on the correct platform with the right mode (timed where possible), documents in the ticket, and runs a final validation pass.

Action plan

(1) Review required fields (store, dates, equipment, HVAC/lighting/both, setpoint, 24-hour, area, explanation); if lighting-only, redirect as a Schedule Request. (2) Confirm setpoint rules (cooling ≥71°F, heating ≤70°F); exceptions require explicit approval from Tra*** McW*** (JCPenney approver). Approver edits override prior instructions. (3) Copy only the relevant email content into the ticket (from "Reference #" through "Provide detailed explanation…"); never include the full chain. (4) Create a Mechanical Variance Request – Email ticket; if the approver changed anything, surface those changes at the top. (5) Apply the override per platform: SC/SC+ adjusts only Setpoint Temperature (not offset); Niagara/Tridium uses right-click → Actions → Override (timed where available; if only SET, note it as permanent); PMT overnight uses start 00:00 / stop 23:59 / zero offsets; Trane/Summit sets BOS → Occupied with Priority P4; non-PMT Niagara/Tridium uses occupancy override under HVAC Area or Unit; iScope uses Scheduler → HVAC Area with core offsets -12:00 / 12:00. (6) Document overrides, schedules, occupancy adjustments, and dispatch settings (Level 1 EMS / Level 2 Corporate Request / Level 3 Mechanical Variance, Remotely Resolve → Dispatch Technician). (7) Run the final validation check (matches approval, within limits, correct equipment only, overnight schedule accurate, ticket notes step-by-step).

Author

Dylan Turman

Tools

SC/SC+ Niagara/Tridium PMT Trane/Summit iScope Ticketing System

Roles

EMS Technician Support Personnel

Purpose

Outline the steps to ensure JCPenney Mechanical Variance requests are reviewed, validated, and executed accurately while maintaining compliance with setpoint rules and platform standards.

Scope

All EMS technicians and support personnel responsible for processing JCPenney Mechanical Variance requests.

Setpoint policy

Cooling minimum: 71.0°F
Heating maximum: 70.0°F
Exception approver: Tra*** McW*** (JCPenney approver)
Notes: Cooling cannot be set below 71°F; heating cannot be set above 70°F. Exceptions require explicit approval from Tra*** McW*** (JCPenney approver). If the approver changes the temperature, their change overrides all previous instructions.

Procedure

Step 1 — Review the Variance Request

Only review the required fields: store number; start/stop date; equipment; HVAC, lighting, or both; setpoint; 24-hour schedule (yes/no); area served; explanation.
If the request is Lighting Only, stop — process as a Schedule Request instead.

Step 2 — Confirm Setpoint Rules

Cooling cannot be set below 71°F; heating cannot be set above 70°F.
Any exception requires explicit approval from Tra*** McW*** (JCPenney approver); if the approver changes the temperature, their change overrides prior instructions.

Step 3 — Copy Required Email Content

Copy only the content from "Reference #" through "Provide detailed explanation why variance is being requested".
Do not include the full email chain.

Step 4 — Create the Ticket

Ticket type: Mechanical Variance Request – Email.
If the approver made changes, place them at the top of the ticket and exclude unnecessary email content.

Step 5 — Apply Setpoints and Overrides

Always use Timed Overrides when available.
SC/SC+: do not change setpoint offset; adjust only Setpoint Temperature.
Niagara/Tridium: right-click → Actions; use Override (timed) if available; if only SET, note that it is permanent.

Step 6 — Process Overnight Requests

PMT locations: start 00:00, stop 23:59, all offsets 00:00.
Trane/Summit: Override Mode BOS → Occupied; Priority P4; verify SC/SC+ behavior before applying (may be reversed).

Step 7 — Handle Non-PMT Niagara/Tridium Requests

Locate occupancy override under HVAC Area or Unit level.
Look for Schedule State (Area) or nviOccupancy (Unit); apply timed override if it exists; otherwise manually set Occupied/Unoccupied.

Step 8 — Process iScope (Non-PMT)

Navigate Scheduler → HVAC Area; change core offsets to -12:00 / 12:00.
Document previous and new offsets in the ticket.

Step 9 — Document the Ticket

Record setpoints, overrides, schedules, occupancy adjustments.
Dispatch: Remotely Resolve → Dispatch Technician; Level 1 EMS, Level 2 Corporate Request, Level 3 Mechanical Variance.
Use clear formatting (slashes or dashes) for readability.

Step 10 — Final Validation Check

Request matches approver instructions exactly.
Setpoints are within allowed limits.
Only the correct equipment was modified.
Overnight scheduling is accurate.
Ticket notes are clear and step-by-step.

Quality assurance

All applied changes match the approved request.
All changes comply with setpoint limitations and platform rules.
All actions and validation steps are documented in the ticketing system.

Troubleshooting

Request is Lighting Only.

Solution. Redirect and process as a Schedule Request — not a Mechanical Variance.

Setpoint outside the allowed range.

Solution. Do not proceed unless explicit approval is provided by Tra*** McW*** (JCPenney approver).

Override option not available on the platform.

Solution. Use manual Occupied/Unoccupied settings, or document that only the permanent SET option is available.

Documentation & reporting

Record all request details, actions taken, overrides applied, and final validation notes in the ticketing system.

Revision history

Version	Date	Author	Changes
`1.0`	03/19/2026	Dylan Turman	Initial draft.

JCPenney — Mechanical Variance Request.