Competent persons, inspection, tagging, erection and dismantling

Scaffolds change every day. Planks are moved, guardrails are taken down for deliveries, ties are loosened by trades, ground softens in rain and frost, and vehicles bump the base. A scaffold that was perfect on Monday can be dangerous by Wednesday. That is why scaffolds are erected, altered and dismantled only by competent people, inspected before use and at regular intervals, and marked with a tag that tells users whether they may use them. This lesson explains these roles and systems from the user's point of view.

The competent person

Provincial regulations and CSA S269.2 require scaffolds to be erected, altered, dismantled and inspected by, or under the direct supervision of, a competent person. In Ontario, a competent worker designated by the supervisor, or an engineer, must confirm in writing before use that a scaffold built to drawings has been erected as designed, and the constructor keeps the drawings and statement on site. A competent person has the knowledge, training and experience to do the work and to recognize hazards, and the authority to correct them.

The competent person is not just someone who has been on scaffolds for years. They understand the design, the manufacturer's data, the loads, the ties, the foundations and the regulations, and they can say no.

When scaffolds are inspected

• Before first use, after erection, by the competent person or engineer, with written confirmation where the regulation requires it.
• Regularly while in use, at the interval set by the regulation, CSA S269.2 or the site plan, commonly daily before use and in detail at least weekly.
• After any alteration, high winds, heavy rain, freezing and thawing, an impact, overloading or a long period out of use.
• By each user, informally, every time they climb on: is the tag green, are guardrails, planks and access in place, and has anything obviously changed?

What the competent person checks

Scaffold tags

Many sites use a tagging system so that users can see at a glance whether a scaffold has been inspected and whether it is safe to use. A tag holder at each access point holds a card filled in by the competent person.

• Green: the scaffold is complete and has been inspected. It may be used within its rated load. The tag shows the inspector, the date, the duty rating and often the next inspection date.
• Yellow: the scaffold has been modified or has a special condition, for example a missing guardrail where fall protection must be used, a restricted load or a limited area. Users must read the tag and follow its requirements.
• Red: the scaffold is incomplete, being erected or dismantled, or unsafe. Nobody except the erection crew may use it.

Tag systems are widespread good practice and are required by some jurisdictions and many site rules. Alberta's OHS Code includes a scaffold tagging section (s. 326), and CSA S269.2 describes inspection and identification. Users should treat a missing tag as a red tag.

Users must not alter scaffolds

A clear rule on every site: users do not alter scaffolds. That means no removing planks, guardrails, braces or ties, no adding brackets or planks, no moving ladders and no relocating mobile towers beyond the permitted moves. If something is in the way or missing, stop and call the competent person. Alterations made by users are a major cause of scaffold incidents, because the person making them rarely understands what the part was doing.

Erection and dismantling

Erecting and dismantling scaffolds is high-risk work. The erectors are working at the edge of an incomplete structure, often before guardrails and ties exist. Good practice includes:

• Following the manufacturer's erection instructions or engineer's drawings exactly.
• Planning the sequence so that braces, ties and guardrails go in as early as possible.
• Using advanced guardrail systems, which install the guardrail for the next lift from the lift below, so erectors are always protected.
• Using fall protection during erection where guardrails are not yet in place. Ontario requires fall protection where workers could fall 3 m or more, and erectors must be trained in Working at Heights.
• Lifting components with hand lines, gin wheels or hoists rather than throwing them.
• Barricading the area below and keeping other trades away.
• Placing a red tag until the scaffold is complete and inspected.

Dismantling reverses the sequence. Ties are removed only as the scaffold is lowered to below the tie level, never ahead of time. Removing ties early to speed the job has caused many collapses.

Training

Users of scaffolds need training in the hazards, safe use, load limits, tags and their role in reporting problems. Erectors and inspectors need much more: specific training in the systems they erect, the regulation and CSA S269.2, and supervised experience. Ontario workers who may use fall protection on construction projects also need Working at Heights training. Keep records of training and of who is designated as a competent person on each project.

Records

Keep scaffold records on site: the manufacturer's data or engineer's drawings, written confirmations of erection, inspection records, training records and tags. They help show that the scaffold was managed properly and help trace what happened if something goes wrong.

A day in the life of a scaffold inspection

On a typical morning, the competent person walks the scaffold before the trades arrive. They start at the foundations, looking for settlement, washouts, frost heave or missing sills, and check screw jack extensions. They walk each lift, checking that braces and pins are in place, that ties are present and tight at the designed spacing, that platforms are complete and secured, and that guardrails and toe boards are on every open side. They look at the access ladders or stairs, the netting and the public protection below. They note any changes since the last inspection, such as a plank moved by a trade or a tie loosened for a window installation.

Defects are either fixed on the spot by the competent person and their crew, or the affected area is closed with a red tag or barricade until it is fixed. When the scaffold is ready, the tag is updated with the date, initials and any conditions. Findings are recorded in the inspection log. At the daily coordination meeting, the competent person tells other trades about any restrictions and reminds them not to alter the scaffold.

Communication between trades

On busy sites, many trades use the same scaffold. Masons need it heavy duty with materials; glaziers need a clear face at window openings; painters want light platforms close to the wall. Conflicts over the scaffold often lead to unauthorized alterations. A simple request process, where any trade that needs a change asks the competent person, who then makes the change and updates the tag, prevents most of these problems. Daily coordination meetings and a clear contact name on every tag make the process work.

When everyone knows who the competent person is and how to reach them, problems are reported early and fixed properly.

A competent person who is respected, available and willing to say no is one of the strongest protections a site can have. Support that role, give it time in the schedule, and back the competent person when they close a scaffold that is not safe.