Safety Cue
Task-specific safety guidance for ordinary work hazards.
Chapter 5
Install a continuous synthetic roof underlayment over an inspected deck, required eave metal, and self-adhered membrane, maintaining correct courses, laps, fastening, and temporary weather protection, and complete the rake drip-edge installation carried over from Chapter 3 in the correct relationship to the underlayment.
These cues appear at the point of work. They identify safety, code, manufacturer, and measurement issues before they become rework or hazards.
Task-specific safety guidance for ordinary work hazards.
Serious injury, fall, or major damage is possible.
Practical work-area safety: footing, weather, housekeeping, and access.
Local requirements vary. Verify permit, inspection, and jurisdictional rules.
Follow product-specific instructions for materials, fastening schedules, and equipment.
Slope, span, clearance, and reference-point guidance.
This chapter qualifies you to install a continuous synthetic underlayment system over a deck that has already passed inspection, received required eave drip edge, and received required self-adhered membrane at eaves, valleys, and vulnerable transitions. The finished work product is a fully covered roof plane with correctly shingle-lapped underlayment courses, specified end and side laps, approved fastening, and a documented record of product, course layout, and inspection results.
You will establish a first-course reference parallel to the eave, stage and orient rolls correctly, install the first course and successive upper courses with the specified overlap, increase laps at low slopes and special details, stagger vertical joints where required, cut around penetrations, complete the rake drip-edge installation from Chapter 3 in the correct relationship to the underlayment, repair any damage, and secure the finished surface against the expected exposure period.
This chapter depends directly on Chapter 3's eave metal and Chapter 4's self-adhered membrane, and it produces the surface that Chapter 6 will use to establish shingle-layout control lines. No layout, starter strip, or shingle work may proceed over underlayment that has not passed this chapter's inspection.
Chapter 1 established a documented, ready deck. Chapter 2 established compliant roof access. Chapter 3 installed eave drip edge and staged rake drip edge. Chapter 4 installed self-adhered membrane at eaves, valleys, and vulnerable transitions. This chapter installs the continuous underlayment field that ties those layers together and completes the rake drip-edge installation in its correct sequence relative to the underlayment.
The underlayment surface you complete here is the reference surface for Chapter 6's layout lines, Chapter 7's starter strips, and every shingle, valley, and flashing chapter that follows. A gap, reverse lap, or unsecured sheet left in this chapter becomes a concealed defect once shingles cover it.
This chapter covers:
This chapter does not authorize the learner to:
Any underlayment surface that fails this chapter's inspection must be corrected, patched, or re-laid under this chapter's authorized methods before it is recorded complete and before Chapter 6 layout work begins over it.
Establish these references before installing the first course, and use them consistently across the layout record and inspection documentation.
| Term | Definition |
|---|---|
| First-course reference line | The chalked horizontal line parallel to the eave that controls the alignment of the first underlayment course |
| End lap | The overlap between the end of one underlayment sheet and the beginning of the next sheet in the same course |
| Side lap | The overlap between an upper course and the lower course beneath it, measured up-slope from the lower course's exposed edge |
| Manufacturer-designated face | The printed or textured side of the underlayment that must face outward, as identified by the product instructions |
| Course direction | The direction in which courses progress up the roof plane, established by the manufacturer instructions and the first-course reference |
| Fastening zone | The approved area of the sheet width where temporary and permanent fasteners may be placed |
| Special-detail lap | An increased or modified lap dimension required at low slopes, valleys, hips, ridges, walls, or penetrations |
Before beginning installation, record the controlling documents and product identification directly on the installation documentation form:
Project / address: ______ Roofing-system specification revision: ______ Prior-chapter acceptance references (Ch. 1 / Ch. 2 / Ch. 3 / Ch. 4): ______
Underlayment product and lot: ____________ Date started: ____________ Installer name: ____________
Underlayment installation follows the same shingle-lap water-flow principle that governs every layer in this book: each course must shed water onto the course beneath it, from the low roof edge to the ridge. Establishing a straight first-course reference, maintaining consistent laps, and fastening only in approved zones are the fundamentals that keep that principle intact across an entire roof plane.
Begin at the low roof edge and align the first course to the required eave relationship. Unroll a controlled length without walking backward toward an unprotected edge, and smooth the sheet without stretching, wrinkling, or trapping debris. Install upper courses so each upper sheet overlaps the lower sheet by the specified side lap, and increase laps or apply required special details at low slopes, valleys, hips, ridges, walls, and penetrations.
Do not disconnect from the fall-protection system established in Chapter 2 while unrolling, smoothing, or fastening underlayment. Do not walk backward toward an unprotected edge while feeding out a roll. Reposition anchorage and lifeline connections as work progresses across the roof plane.
Keep the exposed, uncovered deck area within what can be made weather-resistant before conditions change or the work period ends. Stop work and secure the installed underlayment for rain, wind, or approaching darkness rather than leaving deck sections partially covered.
Install the underlayment with the manufacturer-designated face and course direction. Confirm the product's minimum roof-slope rating before installation; do not install a standard-slope product on a plane below its rated minimum without the manufacturer's low-slope detail.
Local code may set additional requirements for underlayment fastening density, permitted exposure time before roof covering, or ice-dam protection beyond the self-adhered membrane installed in Chapter 4. Verify the adopted code and permit conditions before finalizing the fastening schedule and work sequence.
RF-025 – RF-030
Water-Control Layer Installation
Deliverable: one continuous synthetic underlayment installation covering every accessible roof plane addressed in this work order, with first-course eave alignment, specified end and side laps throughout, increased laps or special details at low slopes, valleys, hips, ridges, walls, and penetrations, approved fastening, the Chapter 3 rake drip-edge installation completed in its required relationship to the underlayment, documented repairs, and a signed inspection record.
| Document | Confirmed Current | Notes |
|---|---|---|
| Underlayment manufacturer's instructions | ||
| Roofing-system specification | ||
| Chapter 1 deck-readiness record | ||
| Chapter 3 eave/rake drip-edge record | ||
| Chapter 4 membrane installation record | ||
| Adopted code and permit conditions |
| Check | Standard |
|---|---|
| Prerequisite completion | Deck inspection, eave metal, membrane, and concealed repairs confirmed complete before this work begins |
| First-course alignment | Aligned to the chalked reference line and the required eave relationship on every plane |
| Face orientation and course direction | Matches the manufacturer-designated face and direction |
| End laps | Meet the specified end-lap dimension at every sheet joint within a course |
| Side laps | Meet the specified side-lap dimension between every upper and lower course |
| Special-detail laps | Increased or modified as required at low slopes, valleys, hips, ridges, walls, and penetrations |
| Vertical joint staggering | Staggered where required and oriented to reduce water entry |
| Fastening | Located only in approved zones at the required spacing, with no loose or missing fasteners |
| Rake drip-edge relationship | Installed immediately after the applicable underlayment course where the approved system requires metal over the underlayment |
| Surface condition | Free of exposed deck, reverse laps, insufficient overlap, loose sheets, and trip hazards, or each item corrected and rechecked |
| Documentation | Product, course layout, fastening, laps, repairs, and completion time recorded and signed |
Apply the same checks to every roof plane covered in this chapter, regardless of plane size or configuration.
Complete the Underlayment Inspection Record in the Inspection Checklist section below before beginning Chapter 6.
Probable cause: the sheet was not aligned to the chalked reference before fastening, or the roll was unrolled with a slight twist that accumulated over the course length.
Confirmation: measure the offset between the installed sheet edge and the chalked reference line at multiple points along the course.
Correction: remove fasteners over the drifted section, realign the sheet to the reference line, and refasten within the approved zone and spacing.
Reinspection: recheck alignment at the same measurement points after correction.
Probable cause: the upper course was positioned by eye rather than measured, or the lower course's exposed edge was not clearly marked before the upper course was placed.
Confirmation: measure the actual side lap at several points along the affected course length.
Correction: lift and reposition the upper course to achieve the specified lap, or install a manufacturer-approved supplemental strip if the sheet cannot be repositioned without damage.
Reinspection: remeasure the lap at the same points and record the corrected dimension.
Probable cause: the sheet was stretched during placement, smoothed from one end rather than the center outward, or fastened before wrinkles were worked out.
Confirmation: inspect the affected area visually and check whether the wrinkle traps water or debris under the next course.
Correction: release the nearby fasteners, smooth the sheet from the center outward, and refasten; apply a manufacturer-approved patch if the sheet was creased or damaged during correction.
Reinspection: recheck the corrected area under raking light or by hand for remaining wrinkles before the next course is installed over it.
Probable cause: the fastening pattern was not marked before installation, or a fastener was placed to control a wrinkle rather than following the specified spacing.
Confirmation: compare the fastener location to the approved fastening-zone diagram in the manufacturer's instructions.
Correction: remove the misplaced fastener, patch the resulting hole per the manufacturer's repair method, and install a replacement fastener within the approved zone.
Reinspection: recheck the patched location and the corrected fastener for proper seating.
Probable cause: rake metal preparation from Chapter 3 was not staged in time, or the installer proceeded past the applicable course without stopping for the rake installation.
Confirmation: compare the current course progress to the roof-edge detail confirmed in Chapter 3 to identify which course the rake metal was required to follow.
Correction: stop further course installation at the affected rake, install the prepared rake pieces in the correct relationship to the completed underlayment course, and only then resume upper courses.
Reinspection: verify the completed rake-to-underlayment relationship against the Chapter 3 approved detail before continuing.
Probable cause: the covered area planned for the work period exceeded what could actually be completed and secured, or weather changed faster than forecast.
Confirmation: inspect the roof plane for any section without complete, fastened underlayment coverage.
Correction: install temporary weather protection over the exposed section using an approved method, or complete and fasten the remaining course before ending the work period if conditions and time allow.
Reinspection: recheck the temporary protection or completed coverage before leaving the site.
This chapter ends with a fully secured underlayment surface and an organized installation record, not loose rolls and unlogged repairs.
| Competency | Independent Pass Standard | Not Demonstrated | With Assistance | Independently |
|---|---|---|---|---|
| RF-025 | Rolls and positions underlayment courses to the approved reference line, orientation, and course direction | |||
| RF-026 | Maintains horizontal courses aligned to the eave and established control references throughout the roof plane | |||
| RF-027 | Overlaps seams at the specified end and side lap dimensions, including increased laps at required special-detail zones | |||
| RF-028 | Fastens underlayment using the approved fastener type, zone, and spacing with no missed or misplaced fasteners | |||
| RF-029 | Installs underlayment free of wrinkles, stretching, trapped debris, and damage, correcting any defect found | |||
| RF-030 | Inspects the completed surface for continuous water-shedding coverage and produces a complete documentation record |
Mark one column per competency. Only Demonstrated Independently awards the competency; Demonstrated with Assistance authorizes additional supervised practice but does not complete the requirement.
| Item | Condition Found | Correction Required | Corrected (Y/N) | Reinspection Result |
|---|---|---|---|---|
| First-course alignment | ||||
| Face orientation / course direction | ||||
| End laps | ||||
| Side laps | ||||
| Special-detail laps (low slope / valley / hip / ridge / wall / penetration) | ||||
| Vertical joint staggering | ||||
| Fastening zone / spacing | ||||
| Rake drip-edge relationship | ||||
| Surface condition (wrinkles / debris / exposed deck) | ||||
| Repairs completed |
Underlayment inspection result: ______ (Accepted / Corrections Required / Stop-Work) Date: ____________ Inspector name: ____________
With installation complete, review the Underlayment Installation Record against the Acceptance Standards table and confirm every accessible roof plane is fully covered, the first course is aligned to the chalked reference line, every end and side lap meets the specified dimension including special-detail zones, fastening falls only within approved zones at the required spacing, the surface is free of wrinkles, trapped debris, exposed deck, and reverse laps, the rake drip-edge relationship from Chapter 3 is correctly completed, and all repairs are documented. Sign the underlayment inspection result before beginning Chapter 6. If any section cannot be verified from an available position, record it as an open item and issue a corrections-required result rather than a full acceptance.
You have completed the fifth chapter in the roof-installation sequence: installing a continuous synthetic underlayment system and completing the Chapter 3 rake drip-edge relationship. This chapter required you to roll and position underlayment courses (RF-025), maintain horizontal course alignment (RF-026), overlap seams at specified end and side laps (RF-027), fasten underlayment within approved zones (RF-028), protect the underlayment from wrinkles and damage (RF-029), and inspect and document the completed water-shedding surface (RF-030).
You now have a continuous, secured, shingle-lapped underlayment surface with the rake drip-edge relationship completed in its correct sequence. That surface carries directly into the next chapter: establishing the horizontal and vertical shingle-layout control lines that every starter strip and shingle course in this book will follow.
Store the completed underlayment installation record, photographs, and repair documentation with the project record. Chapter 6 requires this record before establishing layout lines.