Fine-tuning job lifecycle

Start a replacement fine-tuning job safely

Review the destructive pcrm-model cleanup and source quality before retraining.

Audience: CRM administrators and authorised staffPermission: Settings: EditModule v1.0.0
Exact navigationAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning
Before you begin
  • Use an account with Settings: Edit and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What this guide covers

Review the destructive pcrm-model cleanup and source quality before retraining. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Exact step-by-step process

  1. Open Admin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning.
  2. Choose the New, Add, Create or Start action exposed on that screen.
  3. Complete the required fields described below and review any linked record, currency, tax, approval or recipient selection.
  4. Save or submit the form once; correct any validation message rather than bypassing it.
  5. Open the resulting record and verify its number, status, totals, files, activity and downstream links.

Fields, choices and supported possibilities

ActionStart a replacement fine-tuning job safely
Exact navigationAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning
Module version1.0.0
VerificationConfirm the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Code-backed validations and workflow rules

  • Export or record required model identifiers before starting.
  • Starting a new job can delete previous pcrm-owned models.
  • Verify source counts and system prompt before submitting.

Expected result and verification

  • The supported start a replacement fine-tuning job safely flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Restrict the API key and AI settings to authorised administrators.
  • Do not submit confidential, special-category or unnecessary personal data to the external AI provider.
  • Review generated text before using it in customer, staff, legal, financial or compliance communication.
  • Monitor provider billing and retention independently because this module has no built-in cost dashboard.