1. Back the allen head screw out of poly-lock prior to screwing the poly-lock down on the stud.
(should be intuitive, it wasn't to me )

2. Set the pushrod to zero lash (I just put #1 at TDC and rotated the crank 90 degrees at a time following the firing order, pretty simple really)

3. Tighten another 0.5 turn on the stud, verify the installed height per TFS specs (they list exactly how high the midpoint of the rocker bearing is supposed to sit relative to the stud base).

4. Crank down on the allen screw.

I tighten the set screw down and then give my turn on the nut to lock it down and get that last bit of preload.

Has been working for years now and never had a rocker come loose.