Updating you school calendar is extremely important in keeping your Hero program accurate. Correctly configuring exclude dates in Hero will help you avoid inappropriately assigning an action to a student during a date when no actions can take place. Exclude dates are specific dates or date ranges not requiring reactions—for example, school holidays, teacher work days, or weekends when students are not present.

This guide will show you how to edit or create a date set with exclude dates.

Creating an Exclusion Date Set

1. To begin, log in to the Hero Setup Portal. Once logged in, click the Trac Code icon in the menu on the left side.

2. Scroll to the bottom. On the right, click Manage Actions.

Hero Setup: Trac Codes

3. Select an action to access the Edit Details window.

Hero Setup: Edit Details

4. Check the Enable Reactions check box to view options.

View of the Trac Codes screen in Hero

5. Scroll down to “Do you want to exclude any days” and click the ADD button.

6. Name the Date Set.

Hero Setup: Name Date Set

7. Select a Date Range, Specific Dates, or Weekends Only. Date Range allows you to create a single date range for this set. Specific Dates is the most commonly used, and allows you to select multiple individual calendar dates. Weekends only auto selects all weekends.

Hero Setup: Edit Date Set

In the example, a “Testing Schedule” date set was created with a date range of 6/6/2016 through 6/10/2016.

8. To apply the date set to an action, click the check boxes for all date sets that need to be applied to the action you are editing, then click SAVE.

Hero Setup: Exclude Days

 

Editing an existing Exclusion Date Set

1. To begin, log in to the Hero Setup Portal. Once logged in, click the Trac Code icon in the menu on the left side.

Hero Setup: Trac Codes

2. Scroll to the bottom. On the right, click Manage Actions.

3. Select an action to access the Edit Details window.

Hero Setup: Edit Details

4. Check the Enable reactions check box to view options.

Hero Setup: Edit Reactions

5. To view the Edit option, hover your mouse over the date set you wish to edit. Click on the EDIT button to open the Editing a Date Set window.

Hero Setup: Modify Date Sets

6. In the Editing a date set window you can now add, delete, or clear dates as needed. Once the old dates have been cleared and the new dates entered, click SAVE.

Hero Setup: Save Date Set

If you need further assistance, please contact us at herok12.com/support.