Fine-tuning job lifecycle

Start an OpenAI fine-tuning job

Follow this guide to create and upload training JSONL and submit a job with the selected base model. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: CRM administrators and authorised staffPermission: Settings: EditModule v1.0.0

Jump to steps

Where to goAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

Before you start

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 you’ll accomplish

Create and upload training JSONL and submit a job with the selected base model. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

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

Fields and options to review

ActionStart an OpenAI fine-tuning job

Exact navigationAdmin Area → Setup → Settings → AI → OpenAI → Advanced Features → OpenAI Fine Tuning

Module version1.0.0

VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

Rules the system enforces

Starting a new job first attempts to delete previous pcrm-owned fine-tuned models.
The endpoint returns a failure message instead of a job ID if data collection or provider submission fails.

How to confirm it worked

The supported start an openai fine-tuning job 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.
Check 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.

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