Section 1: Welcome, Orientation, and Your Course Pathway
Begin your journey into PCS, PulseWorx, UPB, and UPStart by understanding how the course works and choosing the learning pathway that best matches your goals. You will establish your personal learning plan, understand the course projects and evidence standards, and prepare for the technical sections ahead.
Section 2: Electrical Safety, Scope, and Professional Boundaries
Establish the essential safety foundation required before working with lighting-control equipment. Learn the boundaries between software configuration, conceptual system design, observation, and regulated electrical work while understanding load ratings, conductor terminology, qualified-person responsibilities, and the conditions that require you to stop and seek professional assistance.
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Section 3: UPB, PulseWorx, SimpleWorx, and UPStart Foundations
Build a solid understanding of the technologies that make up the PCS ecosystem. Learn how UPB powerline communication works, how PulseWorx and SimpleWorx devices interact, the roles of transmitters and receivers, and how networks, unit IDs, link IDs, scenes, interfaces, signal strength, and UPStart fit together.
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Section 4: System Discovery, Requirements, and Conceptual Design
Learn how to approach a new or existing UPB installation before selecting or programming equipment. Identify rooms, loads, control points, customer requirements, existing devices, network constraints, naming standards, expansion needs, and documentation requirements to create a scalable conceptual system design and preliminary bill of materials.
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Section 5: PulseWorx Load Controls: Wall Switches and Remotes
Explore the major PulseWorx wall-switch, dimmer, relay, companion, electronic-load, and remote-switch families. Learn how to identify appropriate models, understand their intended applications and limitations, compare load-control options, recognize configuration considerations, and document the correct device choice before installation or programming.
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Section 6: PulseWorx Modules and Specialty Load Controls
Expand beyond wall switches into PulseWorx plug-in, fixture, relay, appliance, lamp, output, and specialty modules. Learn where each device type fits within a UPB system, how load characteristics influence product selection, and how specialty controls can extend automation into applications that conventional wall controls cannot address.
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Section 7: Relay Dimming, 0–10 V, LevelSet, and Lighting Panels
Explore advanced and commercial-oriented lighting-control solutions including relay dimming, 0–10 V control, LevelSet products, centralized lighting panels, and related components. Learn how to evaluate applications, conceptual topologies, voltage and load requirements, control strategies, and documentation needs while maintaining appropriate electrical-work boundaries.
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Section 8: Keypads, Controllers, and Human Interface Design
Learn how PulseWorx keypads and controllers turn system programming into an intuitive user experience. Explore button layouts, transmitted and received links, scene control, LED indicators, local-load behavior, engraving, button kits, status logic, and practical keypad-design strategies for rooms, pathways, whole-home functions, and service applications.
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Section 9: Interfaces, Coupling, Repeating, and Diagnostic Tools
Understand the hardware that connects UPStart and other systems to a UPB network and helps communications travel reliably throughout a property. Compare PIM interfaces, phase couplers, repeaters, communication modules, and diagnostic tools while learning how to select an appropriate interface and develop an evidence-based communication strategy.
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Section 10: Workstation, Software, Drivers, and Secure Lab Setup
Prepare a reliable Windows 11 workstation for professional UPStart work. Learn how to obtain and verify official software, handle version differences, install required runtimes and drivers, manage virtual COM ports, avoid connection conflicts, organize project files, protect customer information, and create a known-state lab environment with a recovery plan.
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Section 11: UPStart Interface Tour and Operating Model
Become comfortable navigating UPStart before making changes to a real system. Explore the workspace, network tree, device and link views, menus, toolbars, dialogs, property pages, communication controls, reports, testing tools, context menus, and advanced editing features while learning how UPStart organizes and manages a UPB network.
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Section 12: Create, Protect, Back Up, and Recover a UPStart Project
Learn how to create and manage UPStart project files without putting a working installation at unnecessary risk. Establish naming and folder conventions, create protected baselines, maintain backups and change logs, understand recovery options, and build a disciplined workflow that lets you experiment, document changes, and recover when something goes wrong.
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Section 13: Connect to a Network and Preserve an Existing System
Learn the preservation-first approach required when connecting UPStart to a new or inherited UPB network. Identify the correct interface and communication path, establish connectivity carefully, capture the existing system state, protect available configuration information, and avoid unnecessary changes before you understand what is already working.
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Section 14: Add, Identify, Replace, and Reconcile Devices
Learn the complete device-management workflow within UPStart. Discover and add devices, identify unknown equipment, manage unit information, recognize duplicates and inconsistencies, reconcile the software project with the physical installation, and replace failed devices while preserving programming, links, scenes, customer expectations, and documentation whenever possible.
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Section 15: Configure Dimmers, Switches, Relays, and Modules
Move from device identification into practical UPStart configuration. Learn how to control local behavior, default levels, fade and ramp rates, switching versus dimming operation, presets, timers, LEDs, transmit and receive components, communication options, resets, verification, and recovery while avoiding unnecessary changes to advanced settings.
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Section 16: Links, Scenes, Presets, and Multi-Device Functions
Learn one of the most important concepts in UPB programming: coordinating multiple devices through links and scenes. Create and document links, assign transmitters and receivers, configure presets and indicators, build room and whole-home scenes, use the Dialog Link Editor, prevent unintended interactions, and verify behavior from multiple perspectives.
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Section 17: Advanced Keypad Programming and Indicator Logic
Take keypad programming beyond basic button commands. Design multi-use six-, seven-, and eight-button layouts, configure button modes and scene actions, build LED tracking logic and indicator truth tables, coordinate transmitted and received links, diagnose stale or conflicting status information, and create intuitive interfaces that users can operate confidently.
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Section 18: SimpleWorx Systems from Selection to Service
Explore SimpleWorx as a complete UPB-based control solution rather than simply an extension of PulseWorx. Learn the roles of SimpleWorx transmitters, receivers, timers, modules, remotes, and related products while developing the skills to select, configure, document, troubleshoot, maintain, and service appropriate SimpleWorx applications.
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Section 19: Signal Strength, Noise, Attenuation, and Communication Testing
Learn how to measure and interpret the health of a UPB communication environment. Understand signal strength, electrical noise, attenuation, phase-related issues, communication tests, noise logs, coupling and repeating considerations, and environmental influences while developing a methodical approach to separating actual communication problems from assumptions.
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Section 20: Systematic Troubleshooting and Recovery
Develop a repeatable troubleshooting process for UPStart software, interfaces, devices, loads, links, scenes, keypads, communication problems, and configuration failures. Learn to preserve the system, define the symptom, establish a baseline, isolate one variable at a time, verify repairs, document evidence, roll back unsuccessful changes, and know when to escalate.
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Section 21: PulseWorx Gateway Installation and Local Operation
Introduce the PulseWorx Gateway and its role within a modern UPB system. Learn its architecture, connection requirements, initial configuration, discovery process, network settings, firmware considerations, locations, rooms, devices, status information, recovery procedures, and local-control capabilities before extending the system to mobile and remote operation.
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Section 22: PulseWorx Apps, Remote Access, and Secure Operations
Learn how to operate a Gateway-based PulseWorx system from supported Windows, iOS, and Android applications. Configure connections and access, understand local versus remote operation, manage users and credentials responsibly, troubleshoot app connectivity, and apply modern cybersecurity practices to reduce unnecessary network exposure and protect customer systems.
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Section 23: Schedules, Rules, Timed Events, and Automation Design
Transform a manually controlled UPB installation into an automated system. Learn how to design schedules, rules, timed events, virtual keypad functions, and coordinated automation behaviors while considering dependencies, time synchronization, expected states, exceptions, user experience, troubleshooting, and reliable documentation.
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Section 24: Professional Reports, Exports, Documentation, and Handover
Turn a functioning installation into a professionally documented system that another person can understand and maintain. Learn to use UPStart reports and exports, create device and link schedules, preserve project files and backups, record test results, prepare owner documentation, maintain service notes, and assemble a complete handover package.
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Section 25: Professional Design, Estimating, Quoting, and Project Delivery
Take the technical skills from earlier sections into a professional project workflow. Learn customer discovery, site assessment, system design, product selection, bills of materials, estimating, quoting, proposals, assumptions, exclusions, change orders, procurement, commissioning, acceptance, closeout, and responsible customer communication from initial enquiry through final delivery.
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Section 26: Third-Party Integrations: ELK, URC, Control4, RTI, and HTTP
Learn how to approach third-party UPB integrations methodically instead of relying on trial and error. Explore ELK M1, URC, Control4, RTI, Gateway Control, and HTTP-based integration concepts while covering driver dependencies, command and status mapping, authentication, network segmentation, testing, troubleshooting, rollback, and vendor-support boundaries.
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Section 27: HAI/Leviton Omni, HLC, and PC Access Legacy Systems
Enter the advanced legacy pathway for HAI and Leviton automation systems. Learn the relationship between UPB, HLC, Omni controllers, PC Access, HAI interfaces and lighting devices, room and unit conventions, programming and preservation workflows, compatibility considerations, replacement strategies, and responsible servicing of inherited Omni LTe, Omni IIe, and OmniPro II installations.
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Section 28: Advanced Network Auditing, Normalization, and Service Techniques
Learn how to take control of an undocumented, inconsistent, or heavily modified UPB installation without destroying useful existing behaviour. Audit devices, IDs, links, naming, configuration, documentation, and communication evidence; prioritize defects; develop a staged normalization plan; establish rollback gates; and verify every improvement before progressing further.
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Section 29: Mixed Residential Capstone Build
Bring the major skills from the course together in a complete residential UPB project. Progress from needs assessment and product selection through network planning, protected project creation, device and scene configuration, keypad and Gateway planning, diagnostics, commissioning, documentation, owner training, and final submission using either the homeowner or professional pathway.
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Section 30: Commercial and Service Call Casebook
Apply your knowledge to realistic situations that do not fit a single ideal residential installation. Diagnose commercial lighting, 0–10 V and relay-dimming applications, centralized panels, generator and noise problems, inherited installations, failed devices, Gateway failures, integration mismatches, and legacy Omni/HLC cases while documenting evidence and appropriate escalation decisions.
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Section 31: Final Examination, Competency Review, and Continuing Practice
Measure what you can now do rather than simply what you remember. Review the complete competency map, prepare for and complete the comprehensive written assessment, submit the practical capstone, remediate safety-critical weaknesses, document pathway competency, and create a continuing-practice plan for maintaining and expanding your PCS and UPB skills.
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Section 32: Course Maintenance, Version Audits, and Reference Library
Finish by learning how to keep your knowledge and reference material useful as products, software, drivers, firmware, apps, documentation, and integrations change. Build an update routine, perform periodic version and source audits, recognize current versus legacy information, maintain an asset and revision record, and use the completed course as an ongoing field reference.