Touchscreen and Push Button Keypad Sectional Mortise Lock
Installation and Programming Instructions
AA
AA
AA
AA
Optional
1/8"
3/32"
#3 & #2
1/2"3/4"
Retrofitting or modifying this product may impact fire rating, safety features and warranty.
Consult with code specifications to ensure compliance with all codes and ratings.
1
P/N 80-9086-0030-010 (03-18)
?
Determining Handing
The hand of a door is determined from the secure side of the door.
The term "secure" means the side from which you unlock and enter.
Deadbolt
!
Latchbolt Beveled edge
must face strike.
(See step 1
to reverse
latchbolt.)
Key cylinder used for cylinder
option installation.Thumbturn
used when mortise lock is
equipped with deadbolt.
2
P/N 80-9086-0030-010 (03-18)
RED Locking Slide
should face the secure
side of door.
1
Handing Latchbolt & Hubs
2
1
(If Necessary)
Insert flat head
screwdriver to
pry latch head up.
Rotate latch head
to correct orientation.
2
LockingSlide
PUSH away from
square hole to create gap.
Check for free movement
of locking slide.
causing locking slide
1
PUSH IN
to rotate.
2
!
RED MARK on locking slide
must be on secure side of door!
3
Continue to
rotate locking
slide from other side
until "set" in position.
3
P/N 80-9086-0030-010 (03-18)
2
Preparing Door
Outside of Door
!
Mortise Key
Cylinder Hole:
Drill only 1/2 way
into door ONLY if
lock is equipped
with cylinder.
!
Drill thru holes 1/2 way
thru door then complete
from other side to
prevent splitting.
Inside of Door
Mortise Lock Cable Hole:
Drill only 1/2 way into
door (7/8" depth) then
Mortise Deadbolt Thumbturn Hole:
Drill only 1/2 way into door ONLY if
lock is equipped with deadbolt.
!
STOP!
!
4
P/N 80-9086-0030-010 (03-18)
3
x2
Preparing Frame & Installing Strike
#12-24x1" Flat Head Combo Screw
Frame
i
This prep is standard with
or without deadbolt.
Optional
Strike Box
5
P/N 80-9086-0030-010 (03-18)
Use #3 Philips head
screwdriver
4
x2
Installing Lockbody
#12-24x1" Flat Head Combo Screw
Inside
of Door
Mortise Lock
Cable Hole
Do not tighten screws
until Step 10.
!
!
Make sure mortise pocket
is free from debris.
Use #3
Philips head
screwdriver
6
P/N 80-9086-0030-010 (03-18)
Installing Key Cylinder (if applicable)
5
For Cylinder Option ONLY
!
It may be necessary to
loosen the cylinder set screw
before installing the cylinder.
Use #2
Philips head
screwdriver
Outside
of Door
1
!
HAND TIGHTEN.
Do not use powered
screw driver.
2
Then, use #2
Philips head
screwdriver to
tighten cylinder
set screw.
Outside of Door
First, tighten cylinder
until snug against
door with the Yale
logo horizontal.
1
STOP
Test Operation
7
P/N 80-9086-0030-010 (03-18)
6
Installing Rose Trim - all types
x2
#8-32x1"
Pan Head Screw
with Thread Locker
(For 1-3/4" Door)
Adjusting for 1-3/4" to 2-1/4" Door
Use screw pack for thicker door at this step.
Use appropriate fastener lengths to ensure proper installation.
!
(if necessary)
Outside
of Door
If provided
Inside
of Door
If provided
!
Tighten screws
securely but avoid
overtightening and
warping door.
Use #2
Philips head
screwdriver
8
P/N 80-9086-0030-010 (03-18)
7
Preparing Levers
8
Inside
Lever Assembly
Loosen Inside Spindle
1/2 to 1 turn until
Correct Orientation.
Installing Levers
Correct
Orientation
Inside
Spindle
Outside
Lever Assembly
Pushing levers together,
use hex wrench
to tighten set screw securely
against spindle.
3
2
P/N 80-9086-0030-010 (03-18)
Outside
of Door
1
9
Installing Thumbturn (if applicable)
9
x2
For Deadbolt Option ONLY
#6x3/8"eadOval HScrew
Inside
of Door
STOP
Use #2
Philips head
screwdriver
Test Operation
10
P/N 80-9086-0030-010 (03-18)
STOP
Test Operation
Deadbolt retracts and extends
by thumbturn and key. Once
extended, it will also retract
by lever.
Latchbolt retracts and extends
by levers and key.
10
x2
Installing Armor Front
8x32-1/4" Flat Head Screw
Yale logo will be
at top and visible
i
when installed.
Use #2
Philips head
screwdriver
Outside
of Door
STOP
!
Tighten lockbody screws before
installation of front. Do not bow front
of lock case by overtightening.
Test Operation Again
11
P/N 80-9086-0030-010 (03-18)
11
Installing Exterior Escutcheon
Inside
of Door
12
P/N 80-9086-0030-010 (03-18)
12
x2
!
Choose fasteners
appropriate for
your door
thickness.
Installing Interior Mounting Plate
#10-32x3/4" Pan Head Screw with Washer
(For 1-3/4" Door)
3/32" Hex Wrench
Inside
of Door
Use #2
Philips head
screwdriver
13
P/N 80-9086-0030-010 (03-18)
13
Attaching Cables
Inside
of Door
!
Cables must be clear
of all fastener holes.
14
P/N 80-9086-0030-010 (03-18)
14
x3
Installing Interior Escutcheon
#8-32x3/8" Pan Head Screw (Black)
Inside
of Door
Use #2
Philips head
screwdriver
15
P/N 80-9086-0030-010 (03-18)
15
Installing Batteries & Cover
"Welcome to Yale."
!
Optional Network or Yale Accentra Key
module must be installed BEFORE
batteries. See Installation Options.
Congratulations, you've installed
the Yale nexTouchSectional Mortise Lock!
Continue to customize your product.
®
16
P/N 80-9086-0030-010 (03-18)
?
Installation Options
Network or Yale Accentra Key Module
!
Module must be installed BEFORE
batteries. Remove batteries if
adding module to existing unit.
17
P/N 80-9086-0030-010 (03-18)
Programming Instructions
9Volt Battery
Override Terminal
Low Battery
Indicator
Exterior Escutcheon
Unlock
Indicator
Lockout Mode
Indicator
Indicator
Light
Privacy
Button
Speaker
Interior Escutcheon
Lock Activation
MasterCode must be created before any further programming.PIN
Max User Codes = 100 without Radio Module / 500 with Radio Module
OR
18
P/N 80-9086-0030-010 (03-18)
1
Creating MasterCodePIN
Creating a MasterCode must be performed upon installation or after resetting the lock to factoryPIN
default. Programming and use of lock is not possible until this step has been successfully completed.
"Register Master
Code. Press the gear
key to continue."
Activate
Lock
Enter 4-8 digit
MasterCode.PIN
Press
Press
"Enter a 4-8 digit
code. Press thePIN
gear key to continue."
Deadbolt
Installed:
Press 1
No Deadbolt:
Press 3
Press
"Registered."
Press
"Completed."
19
P/N 80-9086-0030-010 (03-18)
2a
Creating UserCodesPIN
Mastercode must be created first.PIN
*Max User Codes = 100 without Radio Module / 500 with Radio Module
"Menu Mode,
enter number."
Activate
Lock
"Register *User code.
Press the gear key
to continue."
Press 2
Press
Enter Master
codePIN
Press
"Register User code.
Press the gear key
to continue."
Press 1
Press
"Press 1 to
register a code."
"code registration.PIN
Enter a 4-8 digitcode.PIN
Press the gear key
to continue."
20
P/N 80-9086-0030-010 (03-18)
2b
Creating UserCodes con'tPIN
Enter 4-8 digitcodePIN
followed by
"Registered.
Press the check key to
complete. Press the gear
key to continue."
Adding more User Codes:
Press
Enter 4-8 digitcodePIN
Press
"Registered.
Press the check key to
complete. Press the gear
key to continue."
OR
To end programming:
Press
"Completed."
21
P/N 80-9086-0030-010 (03-18)
Locking & Unlocking Door with
3
Registered Master or UserCodePIN
With One Touch Locking Enabled:
EnterCodePIN
Press
OR
4
Locking Door with Privacy Button
Privacy Button pressed once will
lock door.
To activate Privacy Mode, press
and hold Privacy Button.
22
P/N 80-9086-0030-010 (03-18)
Resetting Lock to Factory Default
When lock is reset to factory defaults all user codes
(including the Mastercode*) are deleted and allPIN
programming features are reset to original default
settings (see Factory Settings).
Reset
Button
Interior Escutcheon
IMPORTANT: The outside assembly remains assembled.
Hex Wrench
#2 Philips Head
Screwdriver
1. Remove the battery cover with supplied hex
wrench and then remove batteries.
2. Using a #2 Philips head screwdriver, remove the
interior escutcheon from the door to access the
reset button on back of escutcheon. Cables
may stay connected. (See illustration at above
for location of the reset button.)
3. Reinstall four (4)batteries.AA
Upon reset, MasterCode creation is the only option available and must be performed prior to any otherPIN
programming of the lock.
Factory Settings
Settings
MasterCodePIN
All Code Lockout
Automatic RelockDisabled
Escape Return ModeDisabled
4. Press and hold the reset button for 3 seconds.
5. While continuing to press the reset button,
temporarily remove one (1)battery.AA
6. Reinstall the battery.
7. Release reset button and wait approximately
15 seconds. Speaker will announce "Welcome
to Yale."
8. Reassemble escutcheon by reversing steps 1-2.
Factory Setting
Registration
required*
Disabled
Inside Indicator LightEnabled
Language Setting
One Touch Locking
Privacy Button ModeDisabled
Shutdown Time60 Seconds
Volume SettingHigh
Wrong Code Entry Limit
23
P/N 80-9086-0030-010 (03-18)
English
Enabled
5 Times
*The Mastercode must be registeredPIN
prior to any other programming of the lock.
Definitions
All Code Lockout Mode: This feature is enabled by the Master code. When enabled, it restricts all user (except Master)codePIN
access. When attempting to enter a code while the unit is in Lockout, thelocked padlock will appear on the screen. (Main MenuRED
selection #6.)
Automatic Re-lock Time: After a successful unlock, the unit will re-lock automatically after 5 seconds or for a duration selected in the
Advanced Lock Settings (Main Menu selection #3 then #1).
Eco Mode: When enabled, Eco Mode puts unit in low power mode extending life of battery.
Escape Return: When locking mode is enabled automatic locking is prohibited. Enabled escape return mode requires doors to be
physically manipulated in order for the lock body to be re-locked once door is open from the inside.
Inside Indicator Light: This light will blink red when door is locked.
Language Setting Mode: Choose English (1), Spanish (2) or French (3) for the lock's voice prompts. (Main Menu selection #5.)
Low Battery: When battery power is low, the Low Battery Warning indicator flashes. If battery power is completely lost, use theRED
9Volt battery override. To use the 9V battery override apply 9V battery, in either direction, to terminals on the touchscreen for backup
power option. Activate the touchscreen and enter your pin code to unlock the door.
MasterCode:It must be created prior to programmingPINThe Mastercode is used for programming and for feature settings.PIN
the lock. The Master code will also operate (unlock/lock) the lock.
Network Module Setting: With the optional Network Module installed, this setting becomes available (Main Menu selection #7) and
allows the lock to connect with a network controller.
One Touch Locking: When the unit is unlocked, activating the touchscreen will lock the unit (during Automatic Re-lock duration or
when Automatic Re-lock is disabled). When One-Touch Re-lock isin useany validcode will re-lock the lock. (Mainnot(disabled),PIN
Menu selection #3 then #3.)
Passage Mode: Lock will remain unlocked/open. Lock cannot be locked/secured until passage mode is disabled.
Privacy Button to Lock Door: If Automatic Re-lock is disabled, a short 1 second press of this button will lock the door.
Privacy Button Mode: With optional Door Position Switch installed, Privacy Mode enabled thru Menu Mode and door closed, all
keypad functions can be disabled with a 3 second press of the Privacy Button. Privacy Button Mode is disabled by default. Enable
Privacy Button Mode thru Main Menu selection #3 then #4. With door closed, press and hold the privacy button until voice prompt
indicates Privacy Button Mode is enabled. Privacy Button Mode duration ends when door is opened and voice prompt indicates Privacy
Button Mode is disabled.
Shut Down Time: The unit will shut down for sixty (60) seconds and not allow operation after the wrong code entry limit (5 attempts)
has been met. When the unit is in Shut down, the keypad will be flashing.
Tamper Alert: Audible alarm sounds if attempting to forcibly remove outside lock from door.
User PIN Code: The User code operates the lock. Maximum number of user codes is 500.
Volume Setting Mode:HIGH (1)Low (2)The volume setting for PIN code verification is set toby default; otherwise it can be set toor
Silent (3) for quiet areas. (Main Menu selection #4.)
Wrong Code Entry Limit: After five (5) unsuccessful attempts at entering a valid PIN code, the unit will shut down and not allow
operation. When the unit is in Shut Down, the keypad will be flashing.
24
P/N 80-9086-0030-010 (03-18)
Feature Programming Through Menu Mode
Using Mastercode*PIN
1. Touch screen with back of hand or palm to activate.
2. Enter 4-8 digit mastercode* followed by key.PIN
Lock Response: "Menu mode, enter number (Enter digit corresponding to the function to be performed), press the key to continue."
3. Follow the voice commands.
4. Press key to complete the process and conclude the programming session.
1
2
MasterCode SettingPIN
M
3
,,
M
()
OR
Register User or Passage Codes
Advanced Lock Settings
User Code
Passage Code
Delete A Code
Automatic Re-lock
Inside Indicator Light
One Touch Locking
Privacy Button Mode
Configure Deadbolt
Escape Return Mode
Eco Mode
U
U
U
Continue
Continue
Continue
1-180 Sec
Disable
Enable
Disable
Enable
Disable
Without Deadbolt
Enable
Disable
With Deadbolt
Enable Privacy W/Deadbolt
Enable
Disable
Enable
Disable
Complete
Complete
Complete
Enable
Disable
Deadbolt Included
Deadbolt Not Included
Continue
Default settings
in bold.
*The Mastercode must bePIN
registered prior to any other
programming of the lock.
**This function appears only with
Network or Yale Accentra
Key module installed.
Volume Setting
Language Setting
All Code Lockout
**Network Module Setting
**Set-up Digital Keys
High
Low
Silent
English
Spanish
French
Enable
Disable
Join the network
Exit the network
Complete
25
P/N 80-9086-0030-010 (03-18)
Programming Troubleshooting
Symptom
Lock does not respond –
door is open and accessible.
Lock does not respond –
door is locked and inaccessible.
Unit is on for a while then shows no
reaction. Lights dim.
Unit chimes to indicate code acceptance,
but the door will not open.
Unit operates to allow access, but will not
automatically re-lock.
Suggested Action
Touchscreen becomes active when pressed w/whole hand.
•
Use a larger area of the hand or fingers and verify contact with at least 3 areas.
•
If touchscreen numbers are visible, check to see if they respond when pressed.
Check batteries are installed and oriented correctly (polarity) in the battery case.
•
Check batteries are in good condition; replace batteries if discharged.
•
Check to see if touchscreen cable is fully connected and not pinched.
•
Batteries may be completely discharged.
•
•
Apply 9V battery to terminals on the touchscreen for emergency power jump option.
Batteries do not have enough power. Replace batteries.
•
Check for another locking device on the door (i.e. deadbolt).
•
Check the door gaps for any foreign objects between door and frame.
•
Check that the motor cable is firmly connected into theboard marked "".PCMOTOR
•
•
Check that the locking slide moves freely and there is no foreign material in mortise pocket.
Check to see if Auto Re-lock Mode is enabled.
•
If low battery indicator is lit (see below), change batteries.
•
PIN codes will not register.
Upon entering acode and pressingPIN
key, the unit displays "invalid code"
error or lock times out without responding.
Upon entering acode and pressing thePIN
key, the red padlock icon appears
and there are different tones.
The unit operates, but it makes no sound.
The unit responds "Low Battery"
Upon entering acode and pressing thePIN
key, the unit responds "Wrong
number of digits".
PIN codes must consist of 4 to 8 digits to register.
•
The samecode cannot be used for multiple users.PIN
•
Registration/management ofcodes is set by the authority of the Master Code, which is set first.PIN
•
Contact the Master user.
•
User codes must be entered within 20 seconds (while touchscreen is active) or process will have to
•
be restarted.
Checkor gearcannot be used as part of thecode.PIN
•
•
Check to see if All Code Lockout Mode is enabled.
•
Only the Master can enable/disable Lockout Mode. Contact the Master user.
•
Check to see if All Code Lockout Mode is enabled.
•
Only the Master can enable/disable Lockout Mode. Contact the Master user.
•
Check to see if Volume is set to Silent.
This is the alert to replace the batteries. Replace all four (4) batteries with newAlkaline batteries.AA
•
The digits entered were incorrect or incomplete. Re-enter 4-8 digits followed by the check key.
•
Check to see if enabled.
•
Lock will not enter privacy mode.
•
Make sure door gap is correct.
•
Hold the privacy button longer.
NOTEUI: When batteries are replaced, Network Module locks have a real time clock that will be set through the User Interface ( ); it is recommended to
verify correct date and time particularly those locks operating under Daylight Saving Time ().DST
26
P/N 80-9086-0030-010 (03-18)
FCC:
NOTE: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to part 15 of the
FCC Rules. These limits are designed to provide reasonable protection against harmful interference in a residential installation. This
equipment generates, uses and can radiate radio frequency energy and, if not installed and used in accordance with the
instructions, may cause harmful interference to radio communications. However, there is no guarantee that interference will not
occur in a particular installation. If this equipment does cause harmful interference to radio or television reception, which can be
determined by turning the equipment off and on, the user is encouraged to try to correct the interference by one or more of the
following measures:
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
CTVonsult the dealer or an experienced radio/technician for help.
Warning:Yale Security Inc.Changes or modifications to this device, not expressly approved bycould void the user's authority to
operate the equipment.
Industry Canada:
This device complies with Industry Canada licence-exemptstandard(s). Operation is subject to the following two conditions:RSS
(1) this device may not cause interference, and (2) this device must accept any interference, including interference that may cause
undesired operation of the device.
Le présent appareil est conforme auxd'Industrie Canada applicables aux appareils radio exempts de licence. L'exploitation estCNR
autorisée aux deux conditions suivantes: (1) l'appareil ne doit pas produire de brouillage, et (2) l'utilisateur de l'appareil doit
accepter tout brouillage radioélectrique subi, meme si le brouillage est susceptible d'en compromettre le fonctionnement.
IMPORTANT! Tous les changements ou modifications pas expressément approuvés par la partie responsable de la conformité ont
pu vider l'autorité de l'utilisateur pour actioner cet équipment.