Fine-tuning job lifecycle

Understand the temporary training-file path and cleanup

Follow this guide to review local temporary-file handling during job creation. 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: Technical administratorModule v1.0.0
Jump to steps
Where to goServer temporary directory → pcrm_training_{timestamp}.jsonl
Before you start
  • Use an account with Technical administrator 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

Review local temporary-file handling during job creation. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Server temporary directory → pcrm_training_{timestamp}.jsonl.
  2. Select the relevant record, filter, report, model or configuration described below.
  3. Use the displayed action or read the current values without altering unrelated data.
  4. Compare the output with the code-backed rules and expected result in this guide.
  5. Record or correct any mismatch before relying on the output in production.

Fields and options to review

ActionUnderstand the temporary training-file path and cleanup
Exact navigationServer temporary directory → pcrm_training_{timestamp}.jsonl
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

  • The file is created under sys_get_temp_dir().
  • It is unlinked after upload and also cleaned in the exception path where possible.

How to confirm it worked

  • The supported understand the temporary training-file path and cleanup 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.